GSWM
Golden State Wealth Management’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
26,038
-3,291
| -11% | -$115K | 0.11% | 154 |
|
|
2025
Q1 | $941K | Sell |
29,329
-701
| -2% | -$22.5K | 0.14% | 132 |
|
|
2024
Q4 | $864K | Buy |
+30,030
| New | +$864K | 0.13% | 131 |
|
|
2022
Q1 | $1.34M | Sell |
43,777
-5,223
| -11% | -$160K | 0.26% | 74 |
|
|
2021
Q4 | $1.56M | Buy |
+49,000
| New | +$1.56M | 0.27% | 70 |
|
|
2020
Q4 | – | Sell |
-2,754
| Closed | -$79K | – | 315 |
|
|
2020
Q3 | $79K | Buy |
+2,754
| New | +$79K | 0.03% | 288 |
|
|
2020
Q2 | – | Sell |
-291
| Closed | -$8K | – | 481 |
|
|
2020
Q1 | $8K | Buy |
+291
| New | +$8K | ﹤0.01% | 656 |
|