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Rooted Wealth Advisors’s Simon Property Group SPG Stock Holding History

Rooted Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,816
Closed -$215K – 81
2023
Q2 		$215K Buy
+1,816
New +$215K 0.15% 78