Creative Planning’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-3,000	Closed	-$82K	–	3880
2015 Q1	$82K	Sell	3,000 -1,400	-32%	-$38.3K	﹤0.01%	1677
2014 Q4	$114K	Hold	4,400	–	–	﹤0.01%	1476
2014 Q3	$89K	Buy	+4,400	New	+$89K	﹤0.01%	1544