Sterling Financial Planning’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-167	Closed	-$22K	–	350
2021 Q3	$22K	Sell	167 -157	-48%	-$20.7K	0.01%	258
2021 Q2	$42K	Hold	324	–	–	0.03%	181
2021 Q1	$37K	Hold	324	–	–	0.03%	178
2020 Q4	$28K	Buy	+324	New	+$28K	0.02%	189