Baystate Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.12K | Buy |
+1,007
| New | +$8.12K | ﹤0.01% | 777 |
|
|
2018
Q4 | – | Sell |
-241
| Closed | -$2K | – | 677 |
|
|
2018
Q3 | $2K | Buy |
241
+4
| +2% | +$33 | ﹤0.01% | 505 |
|
|
2018
Q2 | $1K | Buy |
237
+3
| +1% | +$13 | ﹤0.01% | 578 |
|
|
2018
Q1 | $2K | Buy |
+234
| New | +$2K | ﹤0.01% | 487 |
|
|
2015
Q4 | – | Sell |
-11,000
| Closed | -$83K | – | 54 |
|
|
2015
Q3 | $83K | Buy |
11,000
+223
| +2% | +$1.68K | 0.02% | 54 |
|
|
2015
Q2 | $93K | Buy |
+10,777
| New | +$93K | 0.03% | 58 |
|