MSWA
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Marshall & Sterling Wealth Advisors’s Simon Property Group SPG Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$964 Hold
6
– – ﹤0.01% 581
2025
Q1 		$996 Buy
+6
New +$996 ﹤0.01% 585