BWM
LBRT icon

Baystate Wealth Management’s Liberty Energy LBRT Stock Holding History

Baystate Wealth Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-313
Closed -$4.01K – 1075
2023
Q1 		$4.01K Buy
313
+1
+0.3% +$13 ﹤0.01% 721
2022
Q4 		$5K Buy
+312
New +$5K ﹤0.01% 691