ISWM
CMRC

Independent Solutions Wealth Management’s Commerce.com Inc Series 1 CMRC Stock Holding History

Independent Solutions Wealth Management’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,991
Closed -$658K – 230
2021
Q3 		$658K Sell
12,991
-484
-4% -$29.5K 0.16% 118
2021
Q2 		$875K Buy
13,475
+1,534
+13% +$86.8K 0.21% 96
2021
Q1 		$690K Buy
11,941
+5,612
+89% +$373K 0.19% 98
2020
Q4 		$406K Buy
6,329
+960
+18% +$76.6K 0.13% 125
2020
Q3 		$447K Buy
+5,369
New +$469K 0.17% 100

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BlackRock
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Franklin Resources
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DCP
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ESCM
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GC
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AllianceBernstein
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Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return