Marcum Wealth’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,180	Closed	-$203K	–	421
2024 Q4	$203K	Buy	+1,180	New	+$203K	0.02%	362
2021 Q3	–	Sell	-1,583	Closed	-$207K	–	378
2021 Q2	$207K	Buy	+1,583	New	+$207K	0.03%	277