Golden State Wealth Management, LLC PORTMAN RIDGE Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Number of Shares
132
Previous 100 32.0%
Holding current value
$1.65 Million
Previous $1.44 Million 15.19%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
32 Added 32.0%
132 $1.65 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-100 Reduced 50.0%
100 $1.44 Million
Q1 2025

Apr 23, 2025
BUY
N/A
100 Added 100.0%
200 $0
Q4 2024

Jan 28, 2025
BUY
N/A
100 New
100 $1.63 Million
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