Crestwood Advisors Group’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-1,051
Closed -$204K 151
2015
Q4
$204K Buy
+1,051
New +$204K 0.02% 143
2015
Q2
Sell
-1,051
Closed -$206K 163
2015
Q1
$206K Buy
+1,051
New +$206K 0.03% 140