Baystate Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Baystate Wealth Management’s Portfolio XVV Stock Details XVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$6.16K	Buy
2023 Q3	$5.45K	Hold
2023 Q2	$5.68K	Hold
2023 Q1	$5.18K	Buy