Meristem Family 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
2022
Q1
$395K Sell
3,002
-245
-8% -$32.2K 0.04% 220
2021
Q4
$519K Buy
3,247
+287
+10% +$45.9K 0.04% 219
2021
Q3
$385K Buy
2,960
+10
+0.3% +$1.3K 0.04% 264
2021
Q2
$385K Buy
+2,950
New +$385K 0.06% 207