Creative Planning’s A M Castle & Co CAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-20,000
Closed -$32K 4679
2015
Q4
$32K Buy
+20,000
New +$32K ﹤0.01% 2471
2015
Q2
Sell
-135
Closed 4124
2015
Q1
$0 Buy
+135
New ﹤0.01% 4513