Baystate Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.68M	Buy	128,923 +1,584	+1%	+$44K	0.27%	37
2023 Q3	$3.51M	Sell	127,339 -3,668	-3%	-$103K	0.29%	38
2023 Q2	$3.71M	Buy	131,007 +44,158	+51%	+$1.27M	0.3%	34
2023 Q1	$2.51M	Buy	86,849 +22,985	+36%	+$657K	0.22%	44
2022 Q4	$1.8M	Buy	63,864 +42,059	+193%	+$1.19M	0.17%	61
2022 Q3	$613K	Buy	21,805 +17,789	+443%	+$520K	0.06%	109
2022 Q2	$118K	Buy	4,016 +960	+31%	+$28.3K	0.01%	219
2022 Q1	$93K	Buy	3,056 +345	+13%	+$10.8K	0.01%	252
2021 Q4	$87K	Sell	2,711 -1,230	-31%	-$39.5K	0.01%	255
2021 Q3	$127K	Buy	3,941 +3,204	+435%	+$104K	0.01%	190
2021 Q2	$24K	Sell	737 -962	-57%	-$31.1K	﹤0.01%	371
2021 Q1	$55K	Sell	1,699 -865	-34%	-$28.2K	0.01%	250
2020 Q4	$85K	Buy	+2,564	New	+$84.8K	0.01%	192