Baystate Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $2.7K | Hold |
46
| – | – | ﹤0.01% | 1011 |
|
2023
Q3 | $2.25K | Sell |
46
-72
| -61% | -$3.52K | ﹤0.01% | 784 |
|
2023
Q2 | $5.92K | Hold |
118
| – | – | ﹤0.01% | 673 |
|
2023
Q1 | $6.46K | Buy |
118
+73
| +162% | +$4K | ﹤0.01% | 641 |
|
2022
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 745 |
|
2022
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 704 |
|
2022
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 773 |
|
2022
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 715 |
|
2021
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 717 |
|
2020
Q1 | – | Sell |
-270
| Closed | -$10K | – | 656 |
|
2019
Q4 | $10K | Buy |
+270
| New | +$10K | ﹤0.01% | 399 |
|