Signature Wealth Management Group’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	-20,859	Closed	-$1.14M	–	72
2020 Q1	$1.14M	Buy	20,859 +578	+3%	+$69.1K	1.01%	39
2019 Q4	$3.02M	Buy	20,281 +88	+0.4%	+$13.2K	1.91%	26
2019 Q3	$3.14M	Buy	20,193 +370	+2%	+$57.5K	2.08%	24
2019 Q2	$3.23M	Buy	19,823 +7	+0%	+$1.21K	2.16%	20
2019 Q1	$3.61M	Sell	19,816 -43	-0.2%	-$7.64K	2.53%	8
2018 Q4	$3.34M	Sell	19,859 -160	-0.8%	-$28.6K	2.59%	6
2018 Q3	$3.62M	Sell	20,019 -128	-0.6%	-$22.6K	2.69%	6
2018 Q2	$3.43M	Buy	20,147 +90	+0.4%	+$14.3K	2.54%	9
2018 Q1	$3.1M	Buy	20,057 +330	+2%	+$52.5K	2.39%	11
2017 Q4	$3.39M	Buy	+19,727	New	+$3.2M	2.48%	12