GSEP
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Golden State Equity Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Golden State Equity Partners’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1K Buy
+110
New +$10.3K ﹤0.01% 1293
2024
Q4 		– Hold
0
– -$11 – 546
2024
Q3 		– Hold
0
– – – 813
2022
Q1 		$568K Buy
+7,382
New +$565K 0.29% 100
2021
Q4 		– Sell
-16,584
Closed -$1.42M – 196
2021
Q3 		$1.42M Buy
16,584
+1,681
+11% +$145K 0.59% 40
2021
Q2 		$1.29M Buy
14,903
+991
+7% +$83.7K 0.5% 48
2021
Q1 		$1.16M Buy
13,912
+588
+4% +$50.9K 0.66% 42
2020
Q4 		$1.1M Buy
+13,324
New +$1.01M 0.76% 42

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AssetMark Inc
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Ameriprise
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PNC Financial Services Group
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return