WC
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Whitnell & Co’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$328K Buy
2,201
+28
+1% +$4.17K 0.1% 127
2019
Q3
$338K Sell
2,173
-147
-6% -$22.9K 0.11% 125
2019
Q2
$371K Buy
2,320
+25
+1% +$4K 0.14% 107
2019
Q1
$418K Sell
2,295
-1,051
-31% -$191K 0.16% 102
2018
Q4
$562K Buy
3,346
+21
+0.6% +$3.53K 0.25% 83
2018
Q3
$588K Buy
3,325
+21
+0.6% +$3.71K 0.23% 83
2018
Q2
$562K Sell
3,304
-1,209
-27% -$206K 0.23% 88
2018
Q1
$697K Sell
4,513
-891
-16% -$138K 0.29% 79
2017
Q4
$928K Buy
5,404
+21
+0.4% +$3.61K 0.39% 69
2017
Q3
$867K Buy
5,383
+20
+0.4% +$3.22K 0.38% 74
2017
Q2
$868K Buy
5,363
+21
+0.4% +$3.4K 0.38% 73
2017
Q1
$919K Buy
5,342
+322
+6% +$55.4K 0.41% 69
2016
Q4
$892K Buy
5,020
+16
+0.3% +$2.84K 0.41% 71
2016
Q3
$1.04M Buy
5,004
+14
+0.3% +$2.9K 0.35% 72
2016
Q2
$1.08M Buy
4,990
+14
+0.3% +$3.04K 0.35% 75
2016
Q1
$1.03M Buy
4,976
+14
+0.3% +$2.91K 0.38% 74
2015
Q4
$965K Buy
4,962
+15
+0.3% +$2.92K 0.36% 75
2015
Q3
$909K Buy
4,947
+15
+0.3% +$2.76K 0.36% 75
2015
Q2
$853K Buy
4,932
+14
+0.3% +$2.42K 0.31% 83
2015
Q1
$962K Sell
4,918
-440
-8% -$86.1K 0.36% 72
2014
Q4
$976K Buy
5,358
+12
+0.2% +$2.19K 0.37% 73
2014
Q3
$879K Buy
5,346
+12
+0.2% +$1.97K 0.35% 75
2014
Q2
$887K Buy
5,334
+13
+0.2% +$2.16K 0.41% 73
2014
Q1
$873K Sell
5,321
-601
-10% -$98.6K 0.41% 77
2013
Q4
$901K Buy
5,922
+13
+0.2% +$1.98K 0.41% 74
2013
Q3
$876K Buy
5,909
+13
+0.2% +$1.93K 0.43% 72
2013
Q2
$931K Buy
+5,896
New +$931K 0.46% 69