TSWM
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Triangle Securities Wealth Management’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,724
Closed -$555K 165
2019
Q4
$555K Buy
3,724
+85
+2% +$12.7K 0.24% 109
2019
Q3
$566K Buy
+3,639
New +$566K 0.28% 98