Creative Planning
SURG

Creative Planning’s SYNERGETICS USA, INC. SURG Stock Holding History

Creative Planning’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
2015
Q3 		$39K Buy
2015
Q2 		– Sell
2015
Q1 		$32K Hold
2014
Q4 		$26K Hold
2014
Q3 		$20K Hold
2014
Q2 		$18K Buy
2014
Q1 		$14K Hold
2013
Q4 		$17K Hold
2013
Q3 		$21K Hold
2013
Q2 		$18K Buy