Reilly Financial Advisors’s Simon Property Group SPG Stock Holding History

Reilly Financial Advisors’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$13.5M	Buy	84,273 +66,847	+384%	+$10.7M	1%	46
2021 Q3	$2.27M	Sell	17,426 -256	-1%	-$33.3K	0.19%	81
2021 Q2	$2.31M	Buy	17,682 +1,017	+6%	+$133K	0.19%	83
2021 Q1	$1.9M	Sell	16,665 -2,781	-14%	-$316K	0.17%	92
2020 Q4	$1.66M	Buy	19,446 +30	+0.2%	+$2.56K	0.16%	95
2020 Q3	$1.26M	Buy	19,416 +7,276	+60%	+$471K	0.13%	98
2020 Q2	$830K	Sell	12,140 -105	-0.9%	-$7.18K	0.1%	104
2020 Q1	$672K	Buy	12,245 +1,666	+16%	+$91.4K	0.1%	109
2019 Q4	$1.58M	Buy	10,579 +3,748	+55%	+$558K	0.18%	87
2019 Q3	$1.06M	Buy	6,831 +6,328	+1,258%	+$985K	0.13%	107
2019 Q2	$80K	Hold	503	–	–	0.01%	277
2019 Q1	$92K	Hold	503	–	–	0.01%	246
2018 Q4	$84K	Hold	503	–	–	0.01%	245
2018 Q3	$89K	Sell	503 -60	-11%	-$10.6K	0.01%	258
2018 Q2	$96K	Buy	563 +60	+12%	+$10.2K	0.01%	226
2018 Q1	$78K	Hold	503	–	–	0.01%	250
2017 Q4	$86K	Hold	503	–	–	0.01%	253
2017 Q3	$81K	Sell	503 -1	-0.2%	-$161	0.01%	244
2017 Q2	$81K	Buy	504 +4	+0.8%	+$643	0.01%	238
2017 Q1	$86K	Buy	500 +2	+0.4%	+$344	0.01%	223
2016 Q4	$88K	Buy	498 +3	+0.6%	+$530	0.02%	209
2016 Q3	$102K	Sell	495 -11	-2%	-$2.27K	0.02%	194
2016 Q2	$110K	Buy	506 +16	+3%	+$3.48K	0.02%	185
2016 Q1	$102K	Buy	490 +2	+0.4%	+$416	0.02%	204
2015 Q4	$95K	Buy	488 +2	+0.4%	+$389	0.02%	218
2015 Q3	$89K	Buy	486 +3	+0.6%	+$549	0.02%	276
2015 Q2	$84K	Buy	483 +2	+0.4%	+$348	0.01%	321
2015 Q1	$94K	Buy	481 +2	+0.4%	+$391	0.02%	285
2014 Q4	$87K	Buy	479 +2	+0.4%	+$363	0.02%	200
2014 Q3	$78K	Buy	477 +2	+0.4%	+$327	0.02%	204
2014 Q2	$79K	Sell	475 -28	-6%	-$4.66K	0.02%	209
2014 Q1	$78K	Buy	503 +2	+0.4%	+$310	0.02%	213
2013 Q4	$72K	Buy	501 +2	+0.4%	+$287	0.02%	203
2013 Q3	$71K	Sell	499 -4	-0.8%	-$569	0.02%	175
2013 Q2	$77K	Buy	+503	New	+$77K	0.02%	155