Creative Planning
JO

Creative Planning’s iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 JO Stock Holding History

Creative Planning’s Portfolio JO Stock Details JO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
2017
Q2 		$2K Buy
2015
Q2 		– Sell
2015
Q1 		$12K Hold
2014
Q4 		$15K Sell
2014
Q3 		$92K Buy
2014
Q2 		$17K Buy
2014
Q1 		$10K Buy
2013
Q3 		– Sell
2013
Q2 		$4K Buy