Golden State Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.9K | Buy |
168
+146
| +664% | +$84.2K | 0.01% | 489 |
|
|
2025
Q1 | $12.4K | Hold |
22
| – | – | ﹤0.01% | 938 |
|
|
2024
Q4 | $13.2K | Buy |
+22
| New | +$13.2K | ﹤0.01% | 880 |
|
|
2022
Q1 | $357K | Sell |
710
-19
| -3% | -$9.55K | 0.07% | 216 |
|
|
2021
Q4 | $447K | Buy |
729
+19
| +3% | +$11.7K | 0.08% | 231 |
|
|
2021
Q3 | $432K | Sell |
710
-169
| -19% | -$103K | 0.09% | 184 |
|
|
2021
Q2 | $469K | Buy |
+879
| New | +$469K | 0.1% | 172 |
|