Principia Wealth Advisory’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	$3.54K	Buy	22 +4	+22%	+$643	﹤0.01%	280
2025 Q1	$2.76K	Buy	18 +8	+80%	+$1.23K	﹤0.01%	243
2024 Q4	$1.72K	Buy	+10	New	+$1.72K	﹤0.01%	266