GSWM
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Golden State Wealth Management’s Workiva WK Stock Holding History

Golden State Wealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.01K Hold
44
– – ﹤0.01% 1308
2025
Q1 		$3.34K Hold
44
– – ﹤0.01% 1245
2024
Q4 		$4.82K Buy
+44
New +$4.82K ﹤0.01% 1129