WR Wealth Planners’s Simon Property Group SPG Stock Holding History

WR Wealth Planners’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$28.8K	Buy
2024 Q3	$6.59K	Hold
2024 Q2	$5.92K	Buy
2024 Q1	$4.85K	Buy
2023 Q4	–	Sell
2023 Q3	$4.97K	Hold
2023 Q2	$5.31K	Buy
2023 Q1	$784	Buy