SHWM
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Smith & Howard Wealth Management’s Salesforce CRM Stock Holding History

Smith & Howard Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-52
Closed -$3K – 73
2013
Q4 		$3K Hold
52
– – ﹤0.01% 233
2013
Q3 		$3K Hold
52
– – ﹤0.01% 238
2013
Q2 		$2K Buy
+52
New +$2K ﹤0.01% 217