Creative Planning’s Special Opportunities Fund SPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-250
Closed -$3K 4664
2016
Q4
$3K Buy
+250
New +$3K ﹤0.01% 4070
2016
Q1
Sell
-945
Closed -$12K 4351
2015
Q4
$12K Buy
+945
New +$12K ﹤0.01% 3146