Creative Planning
KBWI

Creative Planning’s POWERSHARES KBW INS PORT KBWI Stock Holding History

Creative Planning’s Portfolio KBWI Stock Details KBWI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
2015
Q4 		$69K Hold
2015
Q3 		$67K Buy
2015
Q2 		– Sell
2015
Q1 		$69K Hold
2014
Q4 		$70K Hold
2014
Q3 		$66K Hold
2014
Q2 		$67K Hold
2014
Q1 		$65K Hold
2013
Q4 		$66K Hold
2013
Q3 		$58K Buy