Golden State Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7K | Hold |
166
| – | – | ﹤0.01% | 920 |
|
|
2025
Q1 | $14.9K | Hold |
166
| – | – | ﹤0.01% | 887 |
|
|
2024
Q4 | $16.3K | Buy |
+166
| New | +$16.3K | ﹤0.01% | 819 |
|
|
2020
Q2 | – | Sell |
-90
| Closed | -$5K | – | 798 |
|
|
2020
Q1 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 753 |
|
|
2019
Q4 | – | Sell |
-90
| Closed | -$5K | – | 805 |
|
|
2019
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 866 |
|
|
2019
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 881 |
|
|
2019
Q1 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 880 |
|