Gupta Wealth Management’s ClearBridge MLP and Midstream Fund Inc. CEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $40K | Buy |
595
+203
| +52% | +$13.6K | 0.01% | 475 |
|
|
2015
Q4 | $30K | Sell |
392
-104
| -21% | -$7.96K | 0.01% | 568 |
|
|
2015
Q3 | $43K | Hold |
496
| – | – | 0.01% | 482 |
|
|
2015
Q2 | $58K | Hold |
496
| – | – | 0.01% | 442 |
|
|
2015
Q1 | $62K | Buy |
+496
| New | +$62K | 0.02% | 372 |
|