Creative Planning’s SELECT INCOME REIT SIR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-473	Closed	-$5K	–	4356
2017 Q2	$5K	Sell	473 -7,262	-94%	-$79.3K	﹤0.01%	4038
2017 Q1	$88K	Buy	7,735 +3,622	+88%	+$40.7K	﹤0.01%	2040
2016 Q4	$46K	Sell	4,113 -232	-5%	-$2.53K	﹤0.01%	2463
2016 Q3	$51K	Buy	4,345 +3,872	+819%	+$46K	﹤0.01%	2344
2016 Q2	$5K	Buy	+473	New	+$5.03K	﹤0.01%	3690
2015 Q2	–	Sell	-34,264	Closed	-$376K	–	3582
2015 Q1	$376K	Buy	+34,264	New	+$378K	﹤0.01%	868
2014 Q2	–	Sell	-1,197	Closed	-$16K	–	4044
2014 Q1	$16K	Buy	+1,197	New	+$14.9K	﹤0.01%	2529
2013 Q4	–	Sell	-228	Closed	-$3K	–	3550
2013 Q3	$3K	Buy	+228	New	+$2.59K	﹤0.01%	2929