Taylor Wealth Management Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,000	Closed	-$92K	–	162
2017 Q2	$92K	Sell	4,000 -6,057	-60%	-$139K	0.04%	81
2017 Q1	$194K	Hold	10,057	–	–	0.09%	62
2016 Q4	$231K	Buy	+10,057	New	+$231K	0.11%	53