GSWM
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Golden State Wealth Management’s Fiserv FI Stock Holding History

Golden State Wealth Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$42.1K Buy
244
+221
+961% +$38.1K 0.01% 686
2025
Q1 		$5.08K Sell
23
-5
-18% -$1.1K ﹤0.01% 1166
2024
Q4 		$5.75K Buy
+28
New +$5.75K ﹤0.01% 1086