TWMP
ADVS

Taylor Wealth Management Partners’s ADVENT SOFTWARE INC ADVS Stock Holding History

Taylor Wealth Management Partners’s Portfolio ADVS Stock Details ADVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,000
Closed -$88K – 195
2015
Q2 		$88K Hold
2,000
– – 0.03% 74
2015
Q1 		$88K Buy
+2,000
New +$88K 0.03% 65