Creative Planning
USMD

Creative Planning’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

Creative Planning’s Portfolio USMD Stock Details USMD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
2014
Q3 		$18K Hold
2014
Q2 		$24K Buy
2013
Q3 		– Sell
2013
Q2 		$30K Buy