Creative Planning’s World Point Terminals, LP WPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-200
Closed -$3K 4470
2016
Q1
$3K Sell
200
-1,650
-89% -$24.8K ﹤0.01% 3805
2015
Q4
$25K Buy
1,850
+200
+12% +$2.7K ﹤0.01% 2661
2015
Q3
$22K Buy
+1,650
New +$22K ﹤0.01% 2649