Baystate Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $132K | Buy |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $90.2K | Buy |
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|
2023
Q1 | $92.6K | Buy |
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|
2022
Q4 | $94K | Buy |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Buy |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Buy |
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|
2019
Q2 | $2K | Sell |
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|
2019
Q1 | $3K | Buy |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $20K | Sell |
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|
2018
Q1 | $73K | Hold |
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|
2017
Q4 | $77K | Hold |
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|
2017
Q3 | $70K | Buy |
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|
2017
Q2 | $48K | Sell |
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|
2017
Q1 | $81K | Buy |
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|
2016
Q4 | $85K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $36K | Buy |
|