Rockbridge Investment 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
2024 Q1	–	Sell	-668	Closed	-$95.3K	–	538
2023 Q4	$95.3K	Buy	+668	New	+$95.3K	0.01%	180
2021 Q3	–	Sell	-69	Closed	-$9K	–	760
2021 Q2	$9K	Buy	+69	New	+$9K	﹤0.01%	550