BWM
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Baystate Wealth Management’s Workhorse Group WKHS Stock Holding History

Baystate Wealth Management’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– -$12 – 1318
2023
Q3 		– Hold
0
– -$26 – 1024
2023
Q2 		– Hold
0
– -$40 – 1042
2023
Q1 		– Hold
0
– – – 1027
2020
Q4 		– Sell
-2
Closed -$10K – 773
2020
Q3 		$10K Buy
+2
New +$10K ﹤0.01% 400