GSWM
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Golden State Wealth Management’s Factset FDS Stock Holding History

Golden State Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.92K Hold
11
– – ﹤0.01% 1232
2025
Q1 		$5K Hold
11
– – ﹤0.01% 1168
2024
Q4 		$5.28K Buy
+11
New +$5.28K ﹤0.01% 1109