Simplicity Wealth’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
Q3
Sell
-6,104
Closed -$927K 1099
2024
Q2
$927K Buy
6,104
+107
+2% +$16.2K 0.02% 558
2024
Q1
$939K Buy
+5,997
New +$939K 0.02% 541