Merriman Wealth Management’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
Q2
Sell
-13,451
Closed -$2.08M 200
2018
Q1
$2.08M Sell
13,451
-5,424
-29% -$837K 0.55% 43
2017
Q4
$3.24M Buy
+18,875
New +$3.24M 0.79% 31