Creative Planning’s Equity One EQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-368
Closed -$11K 4875
2016
Q4
$11K Sell
368
-82
-18% -$2.45K ﹤0.01% 3471
2016
Q3
$14K Buy
+450
New +$14K ﹤0.01% 3259