Creative Planning’s ServiceSource International, Inc. SREV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,000	Closed	-$6K	–	4754
2016 Q4	$6K	Buy	+1,000	New	+$6K	﹤0.01%	3812
2014 Q3	–	Sell	-4,000	Closed	-$23K	–	4040
2014 Q2	$23K	Buy	+4,000	New	+$23K	﹤0.01%	2378