Security National Trust’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
2017 Q4	–	Sell	-120	Closed	-$19K	–	397
2017 Q3	$19K	Sell	120 -258	-68%	-$41.2K	0.01%	314
2017 Q2	$61K	Sell	378 -2	-0.5%	-$326	0.02%	260
2017 Q1	$65K	Buy	380 +41	+12%	+$7.33K	0.02%	256
2016 Q4	$60K	Sell	339 -59	-15%	-$11K	0.02%	256
2016 Q3	$82K	Hold	398	–	–	0.03%	236
2016 Q2	$86K	Hold	398	–	–	0.03%	231
2016 Q1	$83K	Hold	398	–	–	0.03%	232
2015 Q4	$77K	Buy	398 +19	+5%	+$3.68K	0.03%	236
2015 Q3	$70K	Hold	379	–	–	0.03%	246
2015 Q2	$66K	Sell	379 -40	-10%	-$7.35K	0.02%	259
2015 Q1	$82K	Sell	419 -44	-10%	-$8.53K	0.03%	248
2014 Q4	$84K	Hold	463	–	–	0.03%	241
2014 Q3	$76K	Hold	463	–	–	0.03%	241
2014 Q2	$77K	Sell	463 -29	-6%	-$4.74K	0.03%	245
2014 Q1	$76K	Hold	492	–	–	0.03%	245
2013 Q4	$70K	Hold	492	–	–	0.03%	249
2013 Q3	$69K	Hold	492	–	–	0.03%	235
2013 Q2	$73K	Buy	+492	New	+$78.9K	0.04%	230