Creative Planning’s Xactly Corporation XTLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$8K	–	4600
2017 Q2	$8K	Sell	500 -1,218	-71%	-$19.5K	﹤0.01%	3748
2017 Q1	$20K	Hold	1,718	–	–	﹤0.01%	3120
2016 Q4	$19K	Buy	1,718 +1,218	+244%	+$13.5K	﹤0.01%	3091
2016 Q3	$7K	Buy	+500	New	+$7K	﹤0.01%	3694