GWM
Gupta Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.16M | Buy |
66,593
+2,800
| +4% | +$175K | 0.98% | 22 |
|
|
2015
Q4 | $3.29M | Buy |
63,793
+87
| +0.1% | +$4.45K | 0.84% | 26 |
|
|
2015
Q3 | $3.02M | Buy |
63,706
+6,545
| +11% | +$310K | 0.74% | 30 |
|
|
2015
Q2 | $2.54M | Buy |
57,161
+13,062
| +30% | +$580K | 0.62% | 46 |
|
|
2015
Q1 | $2.28M | Buy |
+44,099
| New | +$2.28M | 0.67% | 43 |
|