Transcend Capital Advisors’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 Q1	–	Sell	-8,227	Closed	-$1.17M	–	546
2023 Q4	$1.17M	Sell	8,227 -1,380	-14%	-$197K	0.1%	197
2023 Q3	$1.04M	Buy	9,607 +495	+5%	+$53.5K	0.1%	201
2023 Q2	$1.05M	Sell	9,112 -203	-2%	-$23.4K	0.1%	206
2023 Q1	$1.04M	Buy	+9,315	New	+$1.04M	0.11%	194