Napa 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
2024 Q4	–	Sell	-1,547	Closed	-$261K	–	208
2024 Q3	$261K	Buy	+1,547	New	+$261K	0.12%	143
2024 Q1	–	Sell	-22,088	Closed	-$3.15M	–	105
2023 Q4	$3.15M	Buy	+22,088	New	+$3.15M	1.71%	8