Golden State Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$712K	Buy
2025 Q1	$466K	Buy
2024 Q4	$478K	Buy
2020 Q2	–	Sell
2020 Q1	$69K	Buy
2019 Q4	–	Sell
2019 Q3	$39K	Buy
2019 Q2	$31K	Hold
2019 Q1	$30K	Buy