GWM
ROOF

Gupta Wealth Management’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Gupta Wealth Management’s Portfolio ROOF Stock Details ROOF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,000
Closed -$83K – 1344
2015
Q1 		$83K Buy
+3,000
New +$83K 0.02% 328