Creative Planning’s Westwood Holdings Group WHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-500	Closed	-$27K	–	4677
2017 Q1	$27K	Buy	+500	New	+$27K	﹤0.01%	2899
2016 Q2	–	Sell	-100	Closed	-$6K	–	4356
2016 Q1	$6K	Buy	+100	New	+$6K	﹤0.01%	3463