Creative Planning’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-18,392	Closed	-$248K	–	2047
2017 Q3	$248K	Buy	18,392 +2,479	+16%	+$34.9K	﹤0.01%	1459
2017 Q2	$241K	Buy	15,913 +41	+0.3%	+$605	﹤0.01%	1410
2017 Q1	$293K	Sell	15,872 -718	-4%	-$17.5K	﹤0.01%	1279
2016 Q4	$454K	Buy	16,590 +406	+3%	+$10.8K	﹤0.01%	966
2016 Q3	$434K	Sell	16,184 -2,108	-12%	-$54.1K	﹤0.01%	966
2016 Q2	$448K	Buy	18,292 +6,400	+54%	+$163K	﹤0.01%	831
2016 Q1	$308K	Buy	11,892 +420	+4%	+$11.2K	﹤0.01%	984
2015 Q4	$353K	Buy	11,472 +3,982	+53%	+$127K	﹤0.01%	920
2015 Q3	$236K	Buy	+7,490	New	+$237K	﹤0.01%	1100
2015 Q2	–	Sell	-5,238	Closed	-$149K	–	3595
2015 Q1	$149K	Buy	5,238 +416	+9%	+$11.3K	﹤0.01%	1350
2014 Q4	$136K	Buy	4,822 +3,000	+165%	+$75.5K	﹤0.01%	1375
2014 Q3	$36K	Hold	1,822	–	–	﹤0.01%	2154
2014 Q2	$38K	Buy	1,822 +854	+88%	+$17.5K	﹤0.01%	2072
2014 Q1	$18K	Hold	968	–	–	﹤0.01%	2457
2013 Q4	$16K	Sell	968 -516	-35%	-$9.77K	﹤0.01%	2333
2013 Q3	$29K	Sell	1,484 -1,464	-50%	-$27.2K	﹤0.01%	1877
2013 Q2	$48K	Buy	+2,948	New	+$44.6K	﹤0.01%	1410