Creative Planning’s ELEMENTS ETN MSTR Wide Moat FC TR WMW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-3,500
Closed -$74K 4252
2014
Q3
$74K Hold
3,500
﹤0.01% 1655
2014
Q2
$73K Hold
3,500
﹤0.01% 1618
2014
Q1
$70K Hold
3,500
﹤0.01% 1606
2013
Q4
$69K Buy
+3,500
New +$69K ﹤0.01% 1410