Golden State Wealth Management’s Spire SR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$28.8K	Hold
2025 Q1	$30.8K	Hold
2024 Q4	$26.7K	Buy
2020 Q2	–	Sell
2020 Q1	$25K	Buy
2019 Q4	–	Sell
2019 Q3	$17K	Hold
2019 Q2	$16K	Hold
2019 Q1	$16K	Buy