Creative Planning’s Sorrento Tech, Inc. Common Stock ROKA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-400	Closed	-$1K	–	4444
2017 Q2	$1K	Sell	400 -1,000	-71%	-$2.5K	﹤0.01%	4451
2017 Q1	$5K	Buy	+1,400	New	+$5K	﹤0.01%	3948