Golden State Wealth Management, LLC Closed Holding Positions

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BALL
Ball Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
4,288
$79.03 - $97.79 $339K - $419K
VIACA
Paramount Global

Communication Services
Q3 2021 Filed on Nov 15, 2021
100
$41.15 - $46.9 $4.12K - $4.69K
BIG
Big Lots Inc

Consumer Defensive
Q1 2021 Filed on May 14, 2021
4,900
$42.3 - $70.79 $207K - $347K
FNKO
Funko, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 28, 2021
1,000
$5.74 - $11.89 $5.74K - $11.9K
Invesco Bulletshares
Q4 2020 Filed on Jan 28, 2021
6,492
N/A
DISH
Dish Network Corp

Communication Services
Q4 2020 Filed on Jan 28, 2021
1,229
$24.81 - $37.17 $30.5K - $45.7K
JBLU
Jetblue Airways Corp

Industrials
Q4 2020 Filed on Jan 28, 2021
1,000
$11.11 - $15.89 $11.1K - $15.9K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2020 Filed on Jan 28, 2021
2,577
$12.93 - $13.6 $33.3K - $35K
Golden Star
Q4 2020 Filed on Jan 28, 2021
1,600
N/A
SDIV
Global X Fds Global X Superdiv

ETFs
Q4 2020 Filed on Jan 28, 2021
9,550
$10.61 - $13.11 $101K - $125K
SONO
Sonos Inc

Technology
Q4 2020 Filed on Jan 28, 2021
1,087
$13.81 - $25.26 $15K - $27.5K
GNSS
Genasys Inc.

Technology
Q4 2020 Filed on Jan 28, 2021
1,380
$5.89 - $7.08 $8.13K - $9.77K
CLR
Continental Resources, Inc

Energy
Q4 2020 Filed on Jan 28, 2021
1,500
$11.76 - $19.23 $17.6K - $28.8K
SUN
Sunoco LP

Energy
Q4 2020 Filed on Jan 28, 2021
2,000
$24.44 - $30.62 $48.9K - $61.2K
STNE
Stone Co Ltd.

Technology
Q4 2020 Filed on Jan 28, 2021
2,000
$52.54 - $85.54 $105K - $171K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
Q4 2020 Filed on Jan 28, 2021
1,872
$6.16 - $8.29 $11.5K - $15.5K
CVCY
Central Valley Community Bancorp

Financial Services
Q4 2020 Filed on Jan 28, 2021
4,737
$12.39 - $16.1 $58.7K - $76.3K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q4 2020 Filed on Jan 28, 2021
3,975
$25.5 - $34.28 $101K - $136K
FXG
First Tr Exchange Traded First

ETFs
Q4 2020 Filed on Jan 28, 2021
2,000
$47.45 - $52.21 $94.9K - $104K
REV
Revlon Inc

Consumer Defensive
Q4 2020 Filed on Jan 28, 2021
13,500
$4.1 - $15.36 $55.3K - $207K
UNG
United States Natural Gas Fund, LP

ETFs
Q4 2020 Filed on Jan 28, 2021
1,414
$8.48 - $12.76 $12K - $18K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2020 Filed on Jan 28, 2021
1,413
$10.36 - $15.83 $14.6K - $22.4K
FTC
First Tr Lge Cap Growth

ETFs
Q4 2020 Filed on Jan 28, 2021
1,062
$82.44 - $98.61 $87.6K - $105K
NLS
Nautilus, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 28, 2021
1,379
$16.53 - $27.8 $22.8K - $38.3K
EYEG
Eye Gate Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Jan 28, 2021
1,786
N/A
STM
St Microelectronics N.V.

Technology
Q4 2020 Filed on Jan 28, 2021
3,425
$30.46 - $41.99 $104K - $144K
SPH
Suburban Propane Partners LP

Utilities
Q4 2020 Filed on Jan 28, 2021
3,700
$14.17 - $18.1 $52.4K - $67K
GSK
Gsk PLC

Healthcare
Q4 2020 Filed on Jan 28, 2021
1,975
$34.07 - $39.94 $67.3K - $78.9K
NYMT
New York Mortgage Trust Inc

Real Estate
Q4 2020 Filed on Jan 28, 2021
1,250
$2.54 - $3.84 $3.18K - $4.8K
AMCX
Amc Networks Inc.

Communication Services
Q4 2020 Filed on Jan 28, 2021
3,050
$20.97 - $35.77 $64K - $109K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
Q4 2020 Filed on Jan 28, 2021
14,840
$36.72 - $42.54 $545K - $631K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2020 Filed on Jan 28, 2021
2,088
$24.66 - $25.05 $51.5K - $52.3K
MTW
Manitowoc CO Inc

Industrials
Q4 2020 Filed on Jan 28, 2021
2,300
$7.53 - $13.62 $17.3K - $31.3K
Mallinckrodt Public
Q4 2020 Filed on Jan 28, 2021
20,476
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2020 Filed on Jan 28, 2021
6,759
$6.98 - $8.56 $47.2K - $57.9K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 28, 2021
1,708
$5.81 - $12.03 $9.92K - $20.5K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q4 2020 Filed on Jan 28, 2021
1,500
$34.67 - $66.73 $52K - $100K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
Q4 2020 Filed on Jan 28, 2021
2,274
$21.63 - $24.61 $49.2K - $56K
PSEC
Prospect Capital Corp

Financial Services
Q4 2020 Filed on Jan 28, 2021
2,729
$4.95 - $5.6 $13.5K - $15.3K
RDS-A
Shell PLC

Energy
Q4 2020 Filed on Jan 28, 2021
1,125
$21.96 - $36.93 $24.7K - $41.5K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
Q4 2020 Filed on Jan 28, 2021
2,665
$19.98 - $20.74 $53.2K - $55.3K
PGZ
Principal Real Estate Income Fund

Financial Services
Q4 2020 Filed on Jan 28, 2021
2,671
$9.46 - $12.19 $25.3K - $32.6K
TWOU
2 U, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 28, 2021
1,401
$29.63 - $42.57 $41.5K - $59.6K
YLD
Principal Exchange Traded Fds

ETFs
Q4 2020 Filed on Jan 28, 2021
3,945
$18.69 - $19.85 $73.7K - $78.3K
Abraxas Petroleum
Q4 2020 Filed on Jan 28, 2021
1,000
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2020 Filed on Jan 28, 2021
1,107
$75.12 - $92.85 $83.2K - $103K
Slack Technologies
Q4 2020 Filed on Jan 28, 2021
3,461
N/A
Osi Oshares
Q4 2020 Filed on Jan 28, 2021
1,610
N/A
Oasis Petroleum
Q4 2020 Filed on Jan 28, 2021
12,645
N/A
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email