GWM
SMM

Gupta Wealth Management’s Salient Midstream & MLP Fund SMM Stock Holding History

Gupta Wealth Management’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,250
Closed -$17K – 1384
2015
Q3 		$17K Hold
1,250
– – ﹤0.01% 741
2015
Q2 		$25K Hold
1,250
– – 0.01% 681
2015
Q1 		$27K Buy
+1,250
New +$27K 0.01% 524