Baystate Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$51.8K Sell
3,015
-9,000
-75% -$155K ﹤0.01% 376
2023
Q3
$192K Buy
12,015
+15
+0.1% +$240 0.02% 197
2023
Q2
$184K Hold
12,000
0.02% 194
2023
Q1
$101K Sell
12,000
-500
-4% -$4.23K 0.01% 249
2022
Q4
$80K Buy
12,500
+4,100
+49% +$26.2K 0.01% 277
2022
Q3
$68K Hold
8,400
0.01% 275
2022
Q2
$76K Hold
8,400
0.01% 271
2022
Q1
$115K Buy
8,400
+900
+12% +$12.3K 0.01% 228
2021
Q4
$137K Buy
+7,500
New +$137K 0.01% 210