Kelman-Lazarov Inc’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,900
Closed -$670K 118
2017
Q4
$670K Hold
3,900
0.34% 69
2017
Q3
$628K Buy
3,900
+100
+3% +$16.1K 0.33% 76
2017
Q2
$617K Buy
+3,800
New +$617K 0.34% 74