True Wealth Design’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	$4.45K	Sell	28 -97	-78%	-$15.4K	﹤0.01%	853
2025 Q1	$20.7K	Buy	125 +40	+47%	+$6.63K	0.01%	333
2024 Q4	$14.6K	Buy	85 +6	+8%	+$1.03K	0.01%	362
2024 Q3	$13.4K	Buy	+79	New	+$13.4K	0.01%	387