Rowlandmiller & Partners’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 Q4	–	Sell	-1,000	Closed	-$169K	–	191
2024 Q3	$169K	Hold	1,000	–	–	0.03%	150
2024 Q2	$152K	Hold	1,000	–	–	0.03%	151
2024 Q1	$156K	Hold	1,000	–	–	0.03%	153
2023 Q4	$143K	Hold	1,000	–	–	0.03%	154
2023 Q3	$108K	Hold	1,000	–	–	0.03%	166
2023 Q2	$115K	Hold	1,000	–	–	0.03%	170
2023 Q1	$112K	Hold	1,000	–	–	0.03%	172
2022 Q4	$118K	Buy	+1,000	New	+$118K	0.03%	170
2022 Q2	–	Sell	-1,045	Closed	-$137K	–	189
2022 Q1	$137K	Hold	1,045	–	–	0.03%	155
2021 Q4	$167K	Buy	+1,045	New	+$167K	0.04%	152
2021 Q3	–	Sell	-1,045	Closed	-$136K	–	182
2021 Q2	$136K	Hold	1,045	–	–	0.03%	158
2021 Q1	$119K	Buy	+1,045	New	+$119K	0.03%	159
2020 Q1	–	Sell	-1,045	Closed	-$156K	–	159
2019 Q4	$156K	Hold	1,045	–	–	0.05%	130
2019 Q3	$164K	Hold	1,045	–	–	0.06%	119
2019 Q2	$168K	Hold	1,045	–	–	0.06%	119
2019 Q1	$190K	Hold	1,045	–	–	0.07%	110
2018 Q4	$176K	Hold	1,045	–	–	0.07%	108
2018 Q3	$185K	Hold	1,045	–	–	0.07%	113
2018 Q2	$178K	Hold	1,045	–	–	0.07%	111
2018 Q1	$161K	Hold	1,045	–	–	0.06%	115
2017 Q4	$180K	Hold	1,045	–	–	0.07%	107
2017 Q3	$168K	Hold	1,045	–	–	0.07%	108
2017 Q2	$169K	Hold	1,045	–	–	0.07%	108
2017 Q1	$180K	Hold	1,045	–	–	0.08%	105
2016 Q4	$186K	Hold	1,045	–	–	0.08%	100
2016 Q3	$216K	Hold	1,045	–	–	0.1%	98
2016 Q2	$228K	Hold	1,045	–	–	0.1%	97
2016 Q1	$217K	Hold	1,045	–	–	0.1%	100
2015 Q4	$200K	Hold	1,045	–	–	0.1%	100
2015 Q3	$191K	Hold	1,045	–	–	0.1%	100
2015 Q2	$181K	Hold	1,045	–	–	0.09%	107
2015 Q1	$205K	Hold	1,045	–	–	0.1%	99
2014 Q4	$190K	Buy	+1,045	New	+$190K	0.09%	100