Gupta Wealth Management’s Stoneridge SRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$50K Buy
3,435
+2,310
+205% +$33.6K 0.01% 444
2015
Q4
$17K Buy
+1,125
New +$17K ﹤0.01% 713