Triad Wealth Partners’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Buy	1,538 +219	+17%	+$35.2K	0.05%	247
2025 Q1	$219K	Sell	1,319 -81	-6%	-$13.5K	0.07%	196
2024 Q4	$241K	Buy	+1,400	New	+$241K	0.09%	160
2024 Q3	–	Sell	-912	Closed	-$138K	–	779
2024 Q2	$138K	Buy	+912	New	+$138K	0.07%	121