Golden State Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Golden State Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$563.99 - $620.12 $543,122 - $597,175	-963 Closed	0 $0
Q1 2022 May 19, 2022	BUY	$459.24 - $521.7 $218,598 - $248,329	476 Added 97.74%	963 $472,000
Q1 2022 May 16, 2022	SELL	$459.24 - $521.7 $315,957 - $358,929	-688 Reduced 58.55%	487 $231,000
Q3 2021 Nov 15, 2021	SELL	$468.36 - $506.04 $93,672 - $101,208	-200 Reduced 14.55%	1,175 $565,000
Q2 2021 Aug 12, 2021	BUY	$475.11 - $504.81 $421,897 - $448,271	888 Added 182.34%	1,375 $675,000
Q1 2021 May 14, 2021	SELL	$413.34 - $489.29 $25,213 - $29,846	-61 Reduced 11.13%	487 $231,000
Q4 2020 Jan 28, 2021	SELL	$343.51 - $421.75 $549,959 - $675,221	-1,601 Reduced 74.5%	548 $230,000
Q3 2020 Nov 12, 2020	BUY	$318.46 - $358.67 $684,370 - $770,781	2,149 New	2,149 $728,000
Q2 2020 Aug 11, 2020	SELL	$243.09 - $355.21 $500,036 - $730,666	-2,057 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$220.85 - $384.02 $454,288 - $789,929	2,057 New	2,057 $541,000

1,469

27.9M

428K

269K

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