BWM
IS

Baystate Wealth Management’s ironSource Ltd. IS Stock Holding History

Baystate Wealth Management’s Portfolio IS Stock Details IS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-250
Closed -$1K – 1001
2022
Q3 		$1K Hold
250
– – ﹤0.01% 877
2022
Q2 		$1K Hold
250
– – ﹤0.01% 892
2022
Q1 		$1K Hold
250
– – ﹤0.01% 868
2021
Q4 		$2K Hold
250
– – ﹤0.01% 792
2021
Q3 		$3K Hold
250
– – ﹤0.01% 666
2021
Q2 		$3K Buy
+250
New +$2.69K ﹤0.01% 637

Other funds holding IS

AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Baystate Wealth Management's IS Position: Q4 2022 in Review

Baystate Wealth Management sold out of ironSource Ltd. (IS) in Q4 2022, closing a stake of 250 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in IS in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 1 fund tracked by Wall St. Rank holds IS as of Q4 2022.

  • Baystate Wealth Management reported no remaining ironSource Ltd. position as of Q4 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 250 ironSource Ltd. shares in Q4 2022, an estimated $1K.
  • Baystate Wealth Management first reported a position in ironSource Ltd. in Q2 2021 and held it in 6 quarters.
  • Baystate Wealth Management's ironSource Ltd. position peaked at $3K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held ironSource Ltd. as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.