WLPWM
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Walled Lake Planning & Wealth Management’s Simon Property Group SPG Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-12
Closed -$1K – 362
2020
Q2 		$1K Hold
12
– – ﹤0.01% 321
2020
Q1 		$1K Sell
12
-22,285
-100% -$1.86M ﹤0.01% 309
2019
Q4 		$3.32M Buy
+22,297
New +$3.32M 2.4% 23