Creative Planning’s Mandiant, Inc. Common Stock MNDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-39,469	Closed	-$487K	–	2500
2020 Q3	$487K	Sell	39,469 -142,254	-78%	-$1.95M	﹤0.01%	1155
2020 Q2	$2.21M	Sell	181,723 -22,500	-11%	-$261K	0.01%	466
2020 Q1	$2.16M	Sell	204,223 -22,320	-10%	-$321K	0.01%	409
2019 Q4	$3.75M	Sell	226,543 -271	-0.1%	-$4.35K	0.01%	350
2019 Q3	$3.03M	Sell	226,814 -5,295	-2%	-$75.2K	0.01%	395
2019 Q2	$3.44M	Sell	232,109 -136,480	-37%	-$2.09M	0.01%	361
2019 Q1	$6.19M	Buy	368,589 +10,265	+3%	+$173K	0.02%	235
2018 Q4	$5.81M	Sell	358,324 -720	-0.2%	-$12.9K	0.02%	215
2018 Q3	$6.1M	Buy	359,044 +10,653	+3%	+$170K	0.02%	235
2018 Q2	$5.36M	Buy	348,391 +3,148	+0.9%	+$54.7K	0.02%	240
2018 Q1	$5.84M	Buy	345,243 +8,289	+2%	+$134K	0.02%	217
2017 Q4	$4.79M	Buy	336,954 +87,561	+35%	+$1.33M	0.02%	253
2017 Q3	$4.18M	Buy	249,393 +3,450	+1%	+$53K	0.02%	272
2017 Q2	$3.74M	Sell	245,943 -70,352	-22%	-$999K	0.02%	277
2017 Q1	$3.99M	Buy	316,295 +111,370	+54%	+$1.33M	0.02%	255
2016 Q4	$2.44M	Sell	204,925 -28,054	-12%	-$364K	0.01%	351
2016 Q3	$3.43M	Sell	232,979 -300	-0.1%	-$4.61K	0.02%	258
2016 Q2	$3.84M	Buy	233,279 +410	+0.2%	+$6.63K	0.03%	204
2016 Q1	$4.19M	Sell	232,869 -190	-0.1%	-$3.1K	0.03%	177
2015 Q4	$4.83M	Sell	233,059 -38,409	-14%	-$963K	0.04%	166
2015 Q3	$8.64M	Buy	271,468 +6,360	+2%	+$265K	0.08%	109
2015 Q2	$13M	Buy	265,108 +19,174	+8%	+$869K	0.12%	84
2015 Q1	$9.65M	Buy	245,934 +31,551	+15%	+$1.22M	0.09%	97
2014 Q4	$6.77M	Buy	214,383 +4,650	+2%	+$143K	0.07%	119
2014 Q3	$6.41M	Buy	209,733 +43,245	+26%	+$1.43M	0.07%	114
2014 Q2	$6.75M	Buy	166,488 +164,375	+7,779%	+$6.41M	0.09%	102
2014 Q1	$130K	Buy	+2,113	New	+$150K	﹤0.01%	1234