Gupta Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q1	$784K	Buy	27,968 +10,221	+58%	+$287K	0.18%	106
2015 Q4	$584K	Sell	17,747 -509	-3%	-$16.8K	0.15%	124
2015 Q3	$521K	Buy	18,256 +100	+0.6%	+$2.85K	0.13%	136
2015 Q2	$593K	Buy	18,156 +9,536	+111%	+$311K	0.15%	127
2015 Q1	$262K	Buy	+8,620	New	+$262K	0.08%	190