Creative Planning’s TerraForm Power, Inc TERP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,700	Closed	-$32K	–	4513
2017 Q2	$32K	Hold	2,700	–	–	﹤0.01%	2858
2017 Q1	$33K	Hold	2,700	–	–	﹤0.01%	2780
2016 Q4	$35K	Sell	2,700 -4,000	-60%	-$52K	﹤0.01%	2685
2016 Q3	$93K	Hold	6,700	–	–	﹤0.01%	1898
2016 Q2	$73K	Hold	6,700	–	–	﹤0.01%	1874
2016 Q1	$58K	Buy	6,700 +4,000	+148%	+$37.3K	﹤0.01%	1998
2015 Q4	$34K	Sell	2,700 -1,064	-28%	-$15.2K	﹤0.01%	2436
2015 Q3	$54K	Buy	+3,764	New	+$101K	﹤0.01%	1993
2015 Q2	–	Sell	-600	Closed	-$22K	–	3705
2015 Q1	$22K	Hold	600	–	–	﹤0.01%	2658
2014 Q4	$19K	Hold	600	–	–	﹤0.01%	2717
2014 Q3	$17K	Buy	+600	New	+$18.7K	﹤0.01%	2649