GSWM
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Golden State Wealth Management’s NiSource NI Stock Holding History

Golden State Wealth Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.29K Hold
92
– – ﹤0.01% 1237
2025
Q4 		$3.84K Hold
92
– – ﹤0.01% 1281
2025
Q3 		$3.98K Hold
92
– – ﹤0.01% 1289
2025
Q2 		$3.71K Hold
92
– – ﹤0.01% 1277
2025
Q1 		$3.69K Hold
92
– – ﹤0.01% 1227
2024
Q4 		$3.38K Buy
+92
New +$3.3K ﹤0.01% 1183
2020
Q2 		– Sell
-23
Closed -$1K – 652
2020
Q1 		$1K Buy
+23
New +$636 ﹤0.01% 925
2019
Q4 		– Sell
-23
Closed -$1K – 626
2019
Q3 		$1K Hold
23
– – ﹤0.01% 1031
2019
Q2 		$0 Hold
23
– – ﹤0.01% 1130
2019
Q1 		$1K Buy
+23
New +$620 ﹤0.01% 1076

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