WealthSource Partners’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$299K Buy
2023
Q3
$221K Buy
2023
Q2
$235K Sell
2023
Q1
$247K Sell
2022
Q4
$261K Buy