Strategic Wealth Investment Group’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,673	Closed	-$314K	–	119
2025 Q3	$314K	Buy	+1,673	New	+$289K	0.03%	103
2025 Q1	–	Sell	-1,687	Closed	-$291K	–	101
2024 Q4	$291K	Hold	1,687	–	–	0.03%	115
2024 Q3	$286K	Sell	1,687 -4	-0.2%	-$633	0.03%	114
2024 Q2	$248K	Buy	+1,691	New	+$249K	0.03%	120
2023 Q4	$243K	Buy	+1,703	New	+$206K	0.04%	116
2023 Q3	–	Sell	-1,743	Closed	-$201K	–	110
2023 Q2	$201K	Sell	1,743 -782	-31%	-$85.2K	0.03%	120
2023 Q1	$283K	Buy	2,525 +13	+0.5%	+$1.55K	0.05%	109
2022 Q4	$307K	Buy	2,512 +12	+0.5%	+$1.33K	0.07%	95
2022 Q3	$224K	Buy	2,500 +14	+0.6%	+$1.43K	0.06%	98
2022 Q2	$236K	Buy	2,486 +13	+0.5%	+$1.49K	0.06%	119
2022 Q1	$325K	Buy	2,473 +8	+0.3%	+$1.14K	0.08%	72
2021 Q4	$394K	Buy	2,465 +65	+3%	+$9.92K	0.1%	64
2021 Q3	$312K	Buy	2,400 +16	+0.7%	+$2.08K	0.09%	66
2021 Q2	$311K	Buy	2,384 +21	+0.9%	+$2.61K	0.11%	64
2021 Q1	$269K	Buy	2,363 +10	+0.4%	+$1.04K	0.13%	63
2020 Q4	$201K	Buy	+2,353	New	+$180K	0.12%	75
2020 Q1	–	Sell	-2,049	Closed	-$305K	–	54
2019 Q4	$305K	Buy	+2,049	New	+$307K	0.32%	42