Golden State Wealth Management’s WEX WEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$441	Hold
2025 Q1	$471	Hold
2024 Q4	$526	Buy
2020 Q2	–	Sell
2020 Q1	$0	Buy
2019 Q4	–	Sell
2019 Q3	$1K	Hold
2019 Q2	$0	Hold
2019 Q1	$1K	Buy