Golden State Wealth Management, LLC Closed Holding Positions

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q2 2020 Filed on Aug 11, 2020
991
$51.49 - $73.58 $51K - $72.9K
TGI
Triumph Group Inc

Industrials
Q2 2020 Filed on Aug 11, 2020
310
$4.69 - $12.72 $1.45K - $3.94K
HEAR
Turtle Beach Corp

Technology
Q2 2020 Filed on Aug 11, 2020
35
$5.78 - $15.67 $202 - $548
USCR
U.S. Concrete, Inc.

Basic Materials
Q2 2020 Filed on Aug 11, 2020
110
N/A
Unit Corp
Q2 2020 Filed on Aug 11, 2020
100
N/A
United States
Q2 2020 Filed on Aug 11, 2020
100
N/A
United Technologies
Q2 2020 Filed on Aug 11, 2020
2,290
N/A
UBX
Unity Biotechnology, Inc.

Healthcare
Q2 2020 Filed on Aug 11, 2020
500
$5.28 - $9.67 $2.64K - $4.84K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2020 Filed on Aug 11, 2020
105
$49.32 - $64.0 $5.18K - $6.72K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
350
$124.43 - $164.89 $43.6K - $57.7K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
0
$47.37 - $51.03 $0 - $0
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2020 Filed on Aug 11, 2020
582
$27.27 - $31.66 $15.9K - $18.4K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q2 2020 Filed on Aug 11, 2020
219
$39.33 - $60.2 $8.61K - $13.2K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q2 2020 Filed on Aug 11, 2020
521
$54.2 - $77.96 $28.2K - $40.6K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q2 2020 Filed on Aug 11, 2020
660
$38.82 - $58.17 $25.6K - $38.4K
Xperi Corp
Q2 2020 Filed on Aug 11, 2020
724
N/A
IEP
Icahn Enterprises L.P.

Industrials
Q2 2020 Filed on Aug 11, 2020
2,500
$45.32 - $52.83 $113K - $132K
Dunkin Brands
Q2 2020 Filed on Aug 11, 2020
43
N/A
Diamond Eagle
Q2 2020 Filed on Aug 11, 2020
150
N/A
0I8A.L
Denbury Inc.

Energy
Q2 2020 Filed on Aug 11, 2020
800
N/A
Cree Inc
Q2 2020 Filed on Aug 11, 2020
301
N/A
Corelogic Inc
Q2 2020 Filed on Aug 11, 2020
60
N/A
Concho Resources Inc
Q2 2020 Filed on Aug 11, 2020
3
N/A
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 11, 2020
6
$14.77 - $20.65 $88.6 - $124
CLVS
Clovis Oncology, Inc.

Healthcare
Q2 2020 Filed on Aug 11, 2020
200
$5.69 - $9.69 $1.14K - $1.94K
GLQ
Clough Global Equity Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
200
$8.25 - $10.93 $1.65K - $2.19K
CTXS
Citrix Systems Inc

Technology
Q2 2020 Filed on Aug 11, 2020
56
$136.73 - $154.02 $7.66K - $8.63K
CHS
Chico'S Fas, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
33
$0.96 - $2.4 $31.7 - $79.2
Chesapeake Energy
Q2 2020 Filed on Aug 11, 2020
2,000
N/A
CERN
Cerner Corporation

Healthcare
Q2 2020 Filed on Aug 11, 2020
236
$60.71 - $73.85 $14.3K - $17.4K
CRNT
Ceragon Networks LTD

Technology
Q2 2020 Filed on Aug 11, 2020
50
$1.18 - $2.42 $59 - $121
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2020 Filed on Aug 11, 2020
264
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
1,162
$16.28 - $38.92 $18.9K - $45.2K
EPZM
Epizyme, Inc.

Healthcare
Q2 2020 Filed on Aug 11, 2020
500
$13.68 - $20.46 $6.84K - $10.2K
ETRN
Equitrans Midstream Corp

Energy
Q2 2020 Filed on Aug 11, 2020
5
$4.93 - $9.66 $24.7 - $48.3
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
Q2 2020 Filed on Aug 11, 2020
362
$2.81 - $4.28 $1.02K - $1.55K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q2 2020 Filed on Aug 11, 2020
299
$21.89 - $28.87 $6.55K - $8.63K
Hd Supply
Q2 2020 Filed on Aug 11, 2020
200
N/A
HE
Hawaiian Electric Industries Inc

Utilities
Q2 2020 Filed on Aug 11, 2020
981
$35.1 - $45.6 $34.4K - $44.7K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q2 2020 Filed on Aug 11, 2020
7,315
$17.09 - $30.58 $125K - $224K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
300
$14.51 - $17.51 $4.35K - $5.25K
Guggenheim Enhanced
Q2 2020 Filed on Aug 11, 2020
600
N/A
Goldman Sachs
Q2 2020 Filed on Aug 11, 2020
9,000
N/A
GTX
Garrett Motion Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
31
$2.73 - $6.68 $84.6 - $207
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
Q2 2020 Filed on Aug 11, 2020
310
$3.75 - $4.86 $1.16K - $1.51K
FF
Future Fuel Corp.

Basic Materials
Q2 2020 Filed on Aug 11, 2020
955
$9.6 - $14.31 $9.17K - $13.7K
Fs Kkr
Q2 2020 Filed on Aug 11, 2020
41,869
N/A
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2020 Filed on Aug 11, 2020
200
$24.11 - $42.95 $4.82K - $8.59K
AG
First Majestic Silver Corp

Basic Materials
Q2 2020 Filed on Aug 11, 2020
200
$6.05 - $10.73 $1.21K - $2.15K
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