Baystate Wealth Management’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$22.7K Buy
442
+2
+0.5% +$103 ﹤0.01% 531
2023
Q3
$20.4K Buy
440
+2
+0.5% +$93 ﹤0.01% 474
2023
Q2
$21.1K Hold
438
﹤0.01% 455
2023
Q1
$19.3K Buy
438
+2
+0.5% +$88 ﹤0.01% 464
2022
Q4
$18K Buy
436
+2
+0.5% +$83 ﹤0.01% 484
2022
Q3
$17K Buy
+434
New +$17K ﹤0.01% 454