Modern Wealth Management’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 Q2	$5.08M	Buy	31,616 +2,108	+7%	+$339K	0.13%	163
2025 Q1	$4.9M	Buy	29,508 +1,527	+5%	+$254K	0.16%	127
2024 Q4	$4.82M	Buy	+27,981	New	+$4.82M	0.18%	112