Winch Advisory Services’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
2025 Q1	–	Sell	-32	Closed	-$5.51K	–	538
2024 Q4	$5.51K	Buy	+32	New	+$5.62K	﹤0.01%	351
2023 Q4	–	Sell	-133	Closed	-$14K	–	457
2023 Q3	$14K	Hold	133	–	–	0.01%	223
2023 Q2	$15K	Hold	133	–	–	0.01%	215
2023 Q1	$15K	Hold	133	–	–	0.01%	215
2022 Q4	$16K	Buy	133 +2	+2%	+$222	0.01%	203
2022 Q3	$12K	Buy	131 +3	+2%	+$307	0.01%	209
2022 Q2	$12K	Buy	128 +2	+2%	+$229	﹤0.01%	217
2022 Q1	$17K	Buy	126 +1	+0.8%	+$142	0.01%	213
2021 Q4	$20K	Buy	125 +2	+2%	+$305	0.01%	205
2021 Q3	$16K	Buy	+123	New	+$16K	0.01%	233
2019 Q3	–	Sell	-7	Closed	-$1K	–	420
2019 Q2	$1K	Sell	7 -11	-61%	-$1.9K	﹤0.01%	420
2019 Q1	$3K	Buy	+18	New	+$3.2K	﹤0.01%	298