Gupta Wealth Management’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$6K Hold
107
﹤0.01% 932
2015
Q4
$6K Sell
107
-400
-79% -$22.4K ﹤0.01% 985
2015
Q3
$28K Hold
507
0.01% 596
2015
Q2
$25K Buy
507
+100
+25% +$4.93K 0.01% 675
2015
Q1
$22K Buy
+407
New +$22K 0.01% 569