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
Call 8 Merck & CO	Q3 2020 Filed on Nov 12, 2020	9	N/A
Call 7 United Parcel Svc	Q3 2020 Filed on Nov 12, 2020	3	N/A
Call 7 Travelers Cos Inc	Q3 2020 Filed on Nov 12, 2020	2	N/A
Call 7 Tjx Cos Inc New	Q3 2020 Filed on Nov 12, 2020	10	N/A
Call 8 Metlife Inc	Q3 2020 Filed on Nov 12, 2020	8	N/A
Call 7 Texas Instruments	Q3 2020 Filed on Nov 12, 2020	6	N/A
Call 7 Starbucks Corp	Q3 2020 Filed on Nov 12, 2020	11	N/A
Call 8 Williams Sonoma	Q3 2020 Filed on Nov 12, 2020	5	N/A
Call 7 Simon Ppty Grp In	Q3 2020 Filed on Nov 12, 2020	3	N/A
Call 8 Phillips 66	Q3 2020 Filed on Nov 12, 2020	8	N/A
Call 7 Exxon Mobil Corp	Q3 2020 Filed on Nov 12, 2020	18	N/A
Call 8 Fastenal Corp	Q3 2020 Filed on Nov 12, 2020	1	N/A
Call 9 Johnson & Johnson	Q3 2020 Filed on Nov 12, 2020	4	N/A
Bristol Myers	Q3 2020 Filed on Nov 12, 2020	6,774	N/A
Call 7 Cisco Systems Inc	Q3 2020 Filed on Nov 12, 2020	23	N/A
Call 7 Chevron Corp	Q3 2020 Filed on Nov 12, 2020	6	N/A
Call 7 Amgen Inc	Q3 2020 Filed on Nov 12, 2020	3	N/A
Call 7 3 M Company	Q3 2020 Filed on Nov 12, 2020	2	N/A
Call 10 Procter & Gamble	Q3 2020 Filed on Nov 12, 2020	33	N/A
Call 10 Lowes Companies	Q3 2020 Filed on Nov 12, 2020	6	N/A
Call 9 Pfizer Inc	Q3 2020 Filed on Nov 12, 2020	19	N/A
Call 10 Johnson Controls	Q3 2020 Filed on Nov 12, 2020	1	N/A
Call 10 General Mills In	Q3 2020 Filed on Nov 12, 2020	8	N/A
Call 10 Duke Energy Corp	Q3 2020 Filed on Nov 12, 2020	7	N/A
Call 10 Apple Inc	Q3 2020 Filed on Nov 12, 2020	2	N/A
Call 9 Emerson Electric	Q3 2020 Filed on Nov 12, 2020	8	N/A
Call 9 Bank Of Ny Mellon	Q3 2020 Filed on Nov 12, 2020	9	N/A
Call 7 Eaton Corp PLC	Q3 2020 Filed on Nov 12, 2020	8	N/A
Call 7 Mc Donalds Corp	Q3 2020 Filed on Nov 12, 2020	4	N/A
Call 9 At & T Inc	Q3 2020 Filed on Nov 12, 2020	15	N/A
Call 9 Dow Inc	Q3 2020 Filed on Nov 12, 2020	6	N/A
Call 7 Cvs Health Corp	Q3 2020 Filed on Nov 12, 2020	8	N/A
Call 7 Coca Cola Company	Q3 2020 Filed on Nov 12, 2020	10	N/A
Call 7 Dowdupont De Nemo	Q3 2020 Filed on Nov 12, 2020	3	N/A
Rmr Real	Q2 2020 Filed on Aug 11, 2020	982	N/A
REZI Resideo Technologies, Inc. Industrials	Q2 2020 Filed on Aug 11, 2020	53	$3.94 - $12.47 $209 - $661
SPLB Spdr Portfolio Long Term Corpo ETFs	Q2 2020 Filed on Aug 11, 2020	90	$27.95 - $31.7 $2.52K - $2.85K
SIVB Svb Financial Group Financial Services	Q2 2020 Filed on Aug 11, 2020	159	$139.34 - $236.04 $22.2K - $37.5K
TAK Takeda Pharmaceutical CO LTD Healthcare	Q2 2020 Filed on Aug 11, 2020	377	$14.59 - $19.5 $5.5K - $7.35K
TRGP Targa Resources Corp. Energy	Q2 2020 Filed on Aug 11, 2020	1,200	$5.89 - $26.15 $7.07K - $31.4K
SPLK Splunk Inc Technology	Q2 2020 Filed on Aug 11, 2020	238	$102.14 - $198.7 $24.3K - $47.3K
SRLN Ssga Active Trust ETFs	Q2 2020 Filed on Aug 11, 2020	147	$38.7 - $44.15 $5.69K - $6.49K
TEL Te Connectivity Ltd. Technology	Q2 2020 Filed on Aug 11, 2020	224	$58.69 - $91.65 $13.1K - $20.5K
Put 4 Spdr S&P 500 ETF T	Q2 2020 Filed on Aug 11, 2020	10	N/A
RDS-B Shell PLC Energy	Q2 2020 Filed on Aug 11, 2020	1,363	$28.6 - $37.65 $39K - $51.3K
SKMD.IL Sk Telecom Co.,Ltd Communication Services	Q2 2020 Filed on Aug 11, 2020	282	N/A
CWI Spdr Ser Tr Spdr Msci Acwi Ex ETFs	Q2 2020 Filed on Aug 11, 2020	193	$18.9 - $23.48 $3.65K - $4.53K
SVC Service Properties Trust Real Estate	Q2 2020 Filed on Aug 11, 2020	2,361	$4.59 - $13.07 $10.8K - $30.9K
SEDG Solaredge Technologies, Inc. Technology	Q2 2020 Filed on Aug 11, 2020	1,001	$74.48 - $153.6 $74.6K - $154K
SAGE Sage Therapeutics, Inc. Healthcare	Q2 2020 Filed on Aug 11, 2020	95	$25.95 - $43.15 $2.47K - $4.1K

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