Peak Asset Management’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,644	Closed	-$2.23M	–	150
2023 Q4	$2.23M	Buy	15,644 +26	+0.2%	+$3.14K	0.49%	46
2023 Q3	$1.69M	Buy	15,618 +86	+0.6%	+$10.1K	0.41%	60
2023 Q2	$1.79M	Sell	15,532 -840	-5%	-$91.5K	0.41%	55
2023 Q1	$1.83M	Buy	16,372 +306	+2%	+$36.5K	0.45%	49
2022 Q4	$1.89M	Buy	16,066 +89	+0.6%	+$9.89K	0.49%	44
2022 Q3	$1.43M	Buy	15,977 +1,865	+13%	+$191K	0.41%	54
2022 Q2	$1.34M	Buy	14,112 +1,175	+9%	+$135K	0.37%	57
2022 Q1	$1.7M	Buy	12,937 +922	+8%	+$131K	0.4%	49
2021 Q4	$1.92M	Sell	12,015 -57	-0.5%	-$8.7K	0.44%	44
2021 Q3	$1.57M	Buy	12,072 +116	+1%	+$15.1K	0.39%	47
2021 Q2	$1.56M	Buy	11,956 +1,437	+14%	+$179K	0.39%	45
2021 Q1	$1.2M	Buy	10,519 +4,269	+68%	+$445K	0.29%	63
2020 Q4	$533K	Buy	+6,250	New	+$477K	0.14%	90