Baystate Wealth Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-27
Closed -$848 1355
2023
Q3
$848 Hold
27
﹤0.01% 902
2023
Q2
$1.17K Hold
27
﹤0.01% 915
2023
Q1
$876 Hold
27
﹤0.01% 942
2022
Q4
$1K Buy
+27
New +$1K ﹤0.01% 919