Creative Planning
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Creative Planning’s Crawford & Co Class A CRD.A Stock Holding History

Creative Planning’s Portfolio CRD.A Stock Details CRD.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,831
Closed -$17K – 3665
2014
Q1 		$17K Sell
1,831
-9,591
-84% -$89K ﹤0.01% 2441
2013
Q4 		$88K Hold
11,422
– – ﹤0.01% 1275
2013
Q3 		$84K Hold
11,422
– – ﹤0.01% 1215
2013
Q2 		$58K Buy
+11,422
New +$58K ﹤0.01% 1303