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Waverly Advisors’s Simon Property Group SPG Stock Holding History

Waverly Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Buy
+1,850
New +$297K ﹤0.01% 969
2015
Q4 		– Sell
-196
Closed -$36K – 353
2015
Q3 		$36K Buy
+196
New +$36K 0.02% 177