Golden State Wealth Management’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$89.8K	Buy	170 +73	+75%	+$38.5K	0.01%	511
2025 Q1	$49.4K	Sell	97 -1	-1%	-$509	0.01%	600
2024 Q4	$48.9K	Buy	+98	New	+$48.9K	0.01%	581