Creative Planning’s EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) EQC.PRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-200	Closed	-$5K	–	4538
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	3595
2015 Q4	$5K	Buy	+200	New	+$5K	﹤0.01%	3673