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Gupta Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Gupta Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-174
Closed -$2K – 1339
2015
Q2 		$2K Hold
174
– – ﹤0.01% 1151
2015
Q1 		$3K Buy
+174
New +$3K ﹤0.01% 966