PWM
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Prentice Wealth Management’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,170
Closed -$152K 271
2021
Q3
$152K Buy
1,170
+10
+0.9% +$1.3K 0.07% 116
2021
Q2
$151K Sell
1,160
-38
-3% -$4.95K 0.08% 117
2021
Q1
$136K Buy
+1,198
New +$136K 0.08% 116