West Coast Financial’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,891
Closed -$325K 119
2017
Q1
$325K Sell
1,891
-451
-19% -$77.5K 0.1% 98
2016
Q4
$416K Sell
2,342
-68
-3% -$12.1K 0.13% 94
2016
Q3
$499K Buy
+2,410
New +$499K 0.16% 92