Gupta Wealth Management’s Charles Schwab SCHW Stock Holding History

Gupta Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$784K	Buy
2015 Q4	$584K	Sell
2015 Q3	$521K	Buy
2015 Q2	$593K	Buy
2015 Q1	$262K	Buy