Creative Planning’s VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) VELT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-2,000
Closed 3825
2013
Q4
$0 Sell
2,000
-2,127
-52% ﹤0.01% 3664
2013
Q3
$1K Hold
4,127
﹤0.01% 3178
2013
Q2
$6K Buy
+4,127
New +$6K ﹤0.01% 2513