Creative Planning’s New York & Co Inc NWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,000	Closed	-$7K	–	4250
2017 Q2	$7K	Sell	5,000 -5,000	-50%	-$7K	﹤0.01%	3816
2017 Q1	$20K	Buy	+10,000	New	+$20K	﹤0.01%	3118