WR Wealth Planners’s Silvercrest Asset Management SAMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-140	Closed	-$2.84K	–	939
2023 Q2	$2.84K	Sell	140 -138	-50%	-$2.8K	﹤0.01%	742
2023 Q1	$5.05K	Buy	+278	New	+$5.05K	﹤0.01%	677