Creative Planning’s Summit Financial Group, Inc. SMMF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,968	Closed	-$65K	–	3761
2017 Q2	$65K	Hold	2,968	–	–	﹤0.01%	2297
2017 Q1	$64K	Buy	+2,968	New	+$64K	﹤0.01%	2278