Creative Planning’s SQUARE 1 FINANCIAL INC COM SQBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
2015
Q3
$514K Hold
2015
Q2
$547K Hold
2015
Q1
$535K Sell
2014
Q4
$499K Buy
2014
Q3
$385K Buy