Golden State Wealth Management’s Box BOX Stock Holding History

Golden State Wealth Management’s Portfolio BOX Stock Details BOX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$904	Buy
2025 Q2	–	Sell
2025 Q1	$1.54K	Hold
2024 Q4	$1.58K	Buy
2020 Q2	–	Sell
2020 Q1	$8K	Buy
2019 Q4	–	Sell
2019 Q3	$9K	Hold
2019 Q2	$9K	Hold
2019 Q1	$11K	Buy