GSWM
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Golden State Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Golden State Wealth Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87.5K Buy
15,762
+867
+6% +$5.18K 0.01% 552
2025
Q4 		$93.5K Hold
14,895
– – 0.01% 538
2025
Q3 		$94.4K Buy
14,895
+395
+3% +$2.61K 0.01% 519
2025
Q2 		$98.7K Buy
14,500
+316
+2% +$2.06K 0.01% 486
2025
Q1 		$92.9K Buy
14,184
+677
+5% +$4.68K 0.01% 461
2024
Q4 		$93.9K Buy
+13,507
New +$97.1K 0.01% 443
2022
Q1 		$85K Buy
+10,497
New +$80.8K 0.02% 303
2020
Q4 		– Sell
-9,016
Closed -$54K – 416
2020
Q3 		$54K Buy
+9,016
New +$53.9K 0.02% 323
2020
Q2 		– Sell
-8,560
Closed -$41K – 870
2020
Q1 		$41K Buy
+8,560
New +$52.9K 0.02% 391
2019
Q4 		– Sell
-89,560
Closed -$573K – 888
2019
Q3 		$573K Sell
89,560
-84,043
-48% -$531K 0.19% 95
2019
Q2 		$1.11M Sell
173,603
-5,522
-3% -$34.5K 0.35% 58
2019
Q1 		$1.09M Buy
+179,125
New +$1.06M 0.37% 56

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