BWM
RJI

Baystate Wealth Management’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

Baystate Wealth Management’s Portfolio RJI Stock Details RJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,475
Closed -$19K – 1002
2022
Q3 		$19K Hold
2,475
– – ﹤0.01% 441
2022
Q2 		$21K Hold
2,475
– – ﹤0.01% 448
2022
Q1 		$22K Hold
2,475
– – ﹤0.01% 443
2021
Q4 		$17K Hold
2,475
– – ﹤0.01% 496
2021
Q3 		$17K Hold
2,475
– – ﹤0.01% 465
2021
Q2 		$16K Buy
+2,475
New +$14.9K ﹤0.01% 460
2013
Q3 		– Sell
-6,960
Closed -$55K – 243
2013
Q2 		$55K Buy
+6,960
New +$57.3K 0.03% 97

Baystate Wealth Management's RJI Position: Q4 2022 in Review

Baystate Wealth Management sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q4 2022, closing a stake of 2,475 shares — an estimated $19K sold.

Baystate Wealth Management first reported a position in RJI in Q2 2013 and held it in 7 quarters. The position peaked at $55K in Q2 2013. 0 funds tracked by Wall St. Rank hold RJI as of Q4 2022.

  • Baystate Wealth Management reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q4 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 2,475 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q4 2022, an estimated $19K.
  • Baystate Wealth Management first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q2 2013 and held it in 7 quarters.
  • Baystate Wealth Management's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $55K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.