Gupta Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-236
Closed -$3K 1253
2015
Q2
$3K Hold
236
﹤0.01% 1067
2015
Q1
$3K Buy
+236
New +$3K ﹤0.01% 939