HCR Wealth 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
2017 Q4	–	Sell	-2,071	Closed	-$334K	–	177
2017 Q3	$334K	Buy	2,071 +2	+0.1%	+$323	0.14%	121
2017 Q2	$335K	Sell	2,069 -214	-9%	-$34.7K	0.17%	97
2017 Q1	$393K	Buy	2,283 +291	+15%	+$50.1K	0.2%	99
2016 Q4	$354K	Buy	+1,992	New	+$354K	0.19%	97