TWMP
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Taylor Wealth Management Partners’s Primerica PRI Stock Holding History

Taylor Wealth Management Partners’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-125
Closed -$6K – 176
2015
Q2 		$6K Sell
125
-15,445
-99% -$741K ﹤0.01% 163
2015
Q1 		$793K Buy
+15,570
New +$793K 0.25% 43