Gupta Wealth Management’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-390
Closed -$8K 1405
2015
Q3
$8K Buy
390
+10
+3% +$219 ﹤0.01% 972
2015
Q2
$9K Hold
380
﹤0.01% 937
2015
Q1
$9K Buy
+380
New +$8.91K ﹤0.01% 796

Other funds holding HVPW

Gupta Wealth Management's HVPW Position: Q4 2015 in Review

Gupta Wealth Management sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q4 2015, closing a stake of 390 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in HVPW in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q2 2015. 29 funds tracked by Wall St. Rank hold HVPW as of Q4 2015.

  • Gupta Wealth Management reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 390 U.S. Equity High Volatility Put Write Index Fund shares in Q4 2015, an estimated $8K.
  • Gupta Wealth Management first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's U.S. Equity High Volatility Put Write Index Fund position peaked at $9K in Q2 2015.
  • 29 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.