Morningstar Investment Services’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,651	Closed	-$277K	–	352
2024 Q3	$277K	Buy	1,651 +80	+5%	+$13.4K	﹤0.01%	355
2024 Q2	$235K	Buy	1,571 +119	+8%	+$17.8K	﹤0.01%	350
2024 Q1	$224K	Sell	1,452 -1,028	-41%	-$159K	﹤0.01%	328
2023 Q4	$358K	Buy	+2,480	New	+$358K	﹤0.01%	325