PRW Wealth Management’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,905
Closed -$249K 260
2021
Q2
$249K Buy
+1,905
New +$249K 0.07% 232
2019
Q2
Sell
-25
Closed -$5K 576
2019
Q1
$5K Hold
25
﹤0.01% 383
2018
Q4
$5K Buy
+25
New +$5K 0.01% 383