Gupta Wealth Management’s Primerica PRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$207K Buy
4,639
+624
+16% +$27.8K 0.05% 241
2015
Q4
$190K Sell
4,015
-2,562
-39% -$121K 0.05% 254
2015
Q3
$296K Sell
6,577
-3,882
-37% -$175K 0.07% 187
2015
Q2
$478K Buy
+10,459
New +$478K 0.12% 151