BWM
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Baystate Wealth Management’s Zillow Z Stock Holding History

Baystate Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$4.51K Hold
78
– – ﹤0.01% 914
2023
Q3 		$3.6K Hold
78
– – ﹤0.01% 729
2023
Q2 		$3.92K Hold
78
– – ﹤0.01% 742
2023
Q1 		$3.47K Buy
+78
New +$3.47K ﹤0.01% 743