SWP
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Sagespring Wealth Partners’s Simon Property Group SPG Stock Holding History

Sagespring Wealth Partners’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$503K Buy
3,127
+34
+1% +$5.47K 0.01% 440
2025
Q1 		$514K Buy
3,093
+589
+24% +$97.8K 0.01% 383
2024
Q4 		$431K Buy
+2,504
New +$431K 0.01% 383