BWM
PIV

Baystate Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Baystate Wealth Management’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-300
Closed -$9K – 716
2018
Q1 		$9K Buy
+300
New +$9K ﹤0.01% 372