Baystate Wealth Management’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-18	Closed	-$2.48K	–	1115
2023 Q2	$2.48K	Hold	18	–	–	﹤0.01%	813
2023 Q1	$2.47K	Buy	18 +7	+64%	+$961	﹤0.01%	799
2022 Q4	$1K	Buy	+11	New	+$1K	﹤0.01%	915