GWM
SOR

Gupta Wealth Management’s Source Capital SOR Stock Holding History

Gupta Wealth Management’s Portfolio SOR Stock Details SOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-123
Closed -$8K – 1268
2015
Q4 		$8K Buy
+123
New +$8K ﹤0.01% 941