Parcion Private 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
2025 Q2	–	Sell	-1,475	Closed	-$245K	–	326
2025 Q1	$245K	Sell	1,475 -83	-5%	-$13.8K	0.02%	245
2024 Q4	$268K	Hold	1,558	–	–	0.02%	209
2024 Q3	$263K	Buy	+1,558	New	+$263K	0.02%	210