World Investment Advisors’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$700K	Sell	4,357 -550	-11%	-$88.4K	0.02%	616
2025 Q1	$815K	Buy	4,907 +1,029	+27%	+$171K	0.02%	557
2024 Q4	$668K	Buy	3,878 +344	+10%	+$59.2K	0.02%	574
2024 Q3	$597K	Buy	3,534 +521	+17%	+$88.1K	0.02%	543
2024 Q2	$457K	Buy	+3,013	New	+$457K	0.03%	424