McKinley Carter Wealth Services’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,268	Closed	-$344K	–	144
2020 Q1	$344K	Buy	6,268 +817	+15%	+$97.7K	0.1%	111
2019 Q4	$812K	Buy	5,451 +520	+11%	+$78K	0.19%	87
2019 Q3	$768K	Buy	4,931 +45	+0.9%	+$7K	0.2%	89
2019 Q2	$781K	Buy	4,886 +40	+0.8%	+$6.89K	0.21%	84
2019 Q1	$883K	Buy	4,846 +404	+9%	+$71.8K	0.25%	77
2018 Q4	$746K	Buy	4,442 +1,366	+44%	+$244K	0.25%	80
2018 Q3	$544K	Buy	3,076 +83	+3%	+$14.7K	0.16%	95
2018 Q2	$509K	Buy	2,993 +545	+22%	+$86.7K	0.16%	96
2018 Q1	$378K	Buy	2,448 +612	+33%	+$97.3K	0.12%	114
2017 Q4	$315K	Buy	1,836 +290	+19%	+$47.1K	0.11%	123
2017 Q3	$249K	Buy	+1,546	New	+$247K	0.1%	132