WealthPLAN Partners’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,317	Closed	-$54K	–	310
2017 Q1	$54K	Buy	+2,317	New	+$54K	0.19%	106
2016 Q3	$79.5K	Sell	4,709 -5,225	-53%	-$88.2K	0.03%	261
2016 Q2	$72.9K	Buy	+9,934	New	+$72.9K	0.01%	745
2015 Q4	$8.3K	Buy	+533	New	+$8.3K	﹤0.01%	1204