BWA

Burt Wealth Advisors’s Simon Property Group SPG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-521	Closed	-$44K	–	313
2020 Q4	$44K	Hold	521	–	–	0.02%	188
2020 Q3	$34K	Hold	521	–	–	0.01%	203
2020 Q2	$36K	Hold	521	–	–	0.01%	196
2020 Q1	$29K	Hold	521	–	–	0.01%	204
2019 Q4	$78K	Hold	521	–	–	0.03%	142
2019 Q3	$81K	Hold	521	–	–	0.03%	142
2019 Q2	$83K	Hold	521	–	–	0.04%	134
2019 Q1	$95K	Hold	521	–	–	0.04%	126
2018 Q4	$88K	Hold	521	–	–	0.04%	132
2018 Q3	$92K	Hold	521	–	–	0.04%	144
2018 Q2	$89K	Hold	521	–	–	0.04%	138
2018 Q1	$80K	Hold	521	–	–	0.04%	144
2017 Q4	$89K	Hold	521	–	–	0.06%	134
2017 Q3	$84K	Sell	521 -21	-4%	-$3.39K	0.06%	138
2017 Q2	$87K	Buy	542 +21	+4%	+$3.37K	0.06%	129
2017 Q1	$90K	Sell	521 -21	-4%	-$3.63K	0.06%	120
2016 Q4	$96K	Hold	542	–	–	0.09%	118
2016 Q3	$112K	Hold	542	–	–	0.12%	93
2016 Q2	$117K	Hold	542	–	–	0.13%	90
2016 Q1	$113K	Hold	542	–	–	0.1%	97
2015 Q4	$105K	Hold	542	–	–	0.08%	100
2015 Q3	$99K	Hold	542	–	–	0.12%	92
2015 Q2	$94K	Hold	542	–	–	0.1%	107
2015 Q1	$106K	Hold	542	–	–	0.11%	89
2014 Q4	$99K	Buy	+542	New	+$99K	0.11%	97