TWMP
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Taylor Wealth Management Partners’s Salesforce CRM Stock Holding History

Taylor Wealth Management Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$627K Sell
3,798
-110
-3% -$18.2K 0.36% 43
2022
Q1 		$830K Sell
3,908
-155
-4% -$32.9K 0.34% 48
2021
Q4 		$1.03M Buy
4,063
+381
+10% +$96.9K 0.36% 43
2021
Q3 		$999K Buy
+3,682
New +$999K 0.36% 50