Gupta Wealth Management’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$5K Sell
2015
Q4
$18K Sell
2015
Q3
$201K Sell
2015
Q2
$239K Hold
2015
Q1
$229K Buy