Osborn Williams & Donohoe’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$234K Sell
4,261
-2,820
-40% -$155K 0.03% 244
2019
Q4
$1.06M Buy
7,081
+560
+9% +$83.4K 0.11% 165
2019
Q3
$1.02M Buy
6,521
+2,030
+45% +$316K 0.1% 169
2019
Q2
$717K Buy
4,491
+725
+19% +$116K 0.07% 193
2019
Q1
$694K Buy
+3,766
New +$694K 0.07% 213