Creative Planning
SGBK

Creative Planning’s Stonegate Bank SGBK Stock Holding History

Creative Planning’s Portfolio SGBK Stock Details SGBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-863
Closed -$28K – 4536
2015
Q4 		$28K Buy
863
+479
+125% +$15.5K ﹤0.01% 2577
2015
Q3 		$12K Buy
+384
New +$12K ﹤0.01% 3077