Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-24,044	Closed	-$2.73M	–	287
2021 Q1	$2.73M	Buy	24,044 +1,790	+8%	+$187K	0.27%	90
2020 Q4	$1.9M	Sell	22,254 -25	-0.1%	-$1.91K	0.19%	117
2020 Q3	$1.44M	Buy	22,279 +400	+2%	+$26.2K	0.16%	125
2020 Q2	$1.5M	Sell	21,879 -217	-1%	-$13.6K	0.18%	115
2020 Q1	$1.21M	Buy	22,096 +618	+3%	+$73.9K	0.18%	114
2019 Q4	$3.2M	Sell	21,478 -27	-0.1%	-$4.05K	0.37%	66
2019 Q3	$3.29M	Sell	21,505 -104	-0.5%	-$16.2K	0.42%	63
2019 Q2	$3.45M	Hold	21,609	–	–	0.45%	62
2019 Q1	$3.94M	Buy	21,609 +27	+0.1%	+$4.8K	0.52%	54
2018 Q4	$3.85M	Sell	21,582 -800	-4%	-$143K	0.54%	53
2018 Q3	$3.96M	Sell	22,382 -200	-0.9%	-$35.4K	0.49%	56
2018 Q2	$3.84M	Sell	22,582 -368	-2%	-$58.6K	0.51%	53
2018 Q1	$3.54M	Buy	22,950 +600	+3%	+$95.4K	0.44%	58
2017 Q4	$3.84M	Buy	+22,350	New	+$3.63M	0.46%	60