Creative Planning
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Creative Planning’s ProShares Ultra Utilities UPW Stock Holding History

Creative Planning’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-300
Closed -$9K – 2793
2015
Q1 		$9K Buy
300
+150
+100% +$4.5K ﹤0.01% 3221
2014
Q4 		$5K Buy
+150
New +$5K ﹤0.01% 3443