Creative Planning’s Superior Group of Companies SGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-202
Closed -$2K 3977
2014
Q2
$2K Hold
202
﹤0.01% 3425
2014
Q1
$1K Hold
202
﹤0.01% 3414
2013
Q4
$2K Buy
+202
New +$2K ﹤0.01% 3115