Golden State Wealth Management’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$95.3K	Hold
2025 Q2	$96.9K	Buy
2025 Q1	$12.4K	Hold
2024 Q4	$13.2K	Buy
2022 Q1	$357K	Sell
2021 Q4	$447K	Buy
2021 Q3	$432K	Sell
2021 Q2	$469K	Buy