Baystate Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $16.8K | Sell |
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|
2022
Q4 | $31K | Buy |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $13K | Buy |
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