WealthPLAN Partners’s ClearBridge American Energy MLP CBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$10K Hold
1,132
﹤0.01% 601
2016
Q2
$9.79K Buy
+1,132
New +$9.79K ﹤0.01% 1750
2015
Q4
$9.27K Buy
+1,132
New +$9.27K ﹤0.01% 1175