Peak Financial Advisors’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 Q3	–	Sell	-19,633	Closed	-$2.98M	–	90
2024 Q2	$2.98M	Buy	+19,633	New	+$2.98M	1.71%	17