Baystate Wealth Management LLC Closed Holding Positions

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
HGTXU
Hugoton Royalty Trust

Energy
Q1 2018 Filed on Apr 24, 2018
18
$0.64 - $1.5 $11.5 - $27
Bioverativ Inc Com
Q1 2018 Filed on Apr 24, 2018
741
N/A
Calpine Corp Com New
Q1 2018 Filed on Apr 24, 2018
80
N/A
FDUS
Fidus Investment Corp

Financial Services
Q1 2018 Filed on Apr 24, 2018
1,500
$12.77 - $15.55 $19.2K - $23.3K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q1 2018 Filed on Apr 24, 2018
1,800
$14.52 - $15.58 $26.1K - $28K
Guggenheim S&P 500 Equal Weight Health Care ETF
Q1 2018 Filed on Apr 24, 2018
15
N/A
Alpine Global Premier Pptys Fd Com Sbi
Q1 2018 Filed on Apr 24, 2018
13
N/A
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q1 2018 Filed on Apr 24, 2018
3,000
$19.7 - $27.25 $59.1K - $81.8K
Medley Cap Corp Com
Q1 2018 Filed on Apr 24, 2018
1,250
N/A
DDD
3 D Systems Corp

Technology
Q1 2018 Filed on Apr 24, 2018
1,000
$9.06 - $12.86 $9.06K - $12.9K
Arch Coal Inc Cl A
Q1 2018 Filed on Apr 24, 2018
75
N/A
Cbl & Assoc Pptys Inc Com
Q1 2018 Filed on Apr 24, 2018
760
N/A
Broadcom LTD Shs
Q1 2018 Filed on Apr 24, 2018
312
N/A
SENS
Senseonics Holdings, Inc.

Healthcare
Q1 2018 Filed on Apr 24, 2018
5,000
$2.48 - $3.21 $12.4K - $16.1K
Antares Pharma Inc Com
Q1 2018 Filed on Apr 24, 2018
1,397
N/A
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2017 Filed on Jan 23, 2018
291
N/A
PII
Polaris Inc.

Consumer Cyclical
Q4 2017 Filed on Jan 23, 2018
100
$103.05 - $133.7 $10.3K - $13.4K
Transcanada Corp Com
Q4 2017 Filed on Jan 23, 2018
1
N/A
Coach Inc Com
Q4 2017 Filed on Jan 23, 2018
1,373
N/A
Proshares Morningstar Alternatives Solution ETF
Q4 2017 Filed on Jan 23, 2018
917
N/A
Liberty Global PLC Lilac Shs Cl A
Q4 2017 Filed on Jan 23, 2018
3
N/A
Brocade Communications Sys Inc Com New
Q4 2017 Filed on Jan 23, 2018
40
N/A
Powershares S&P 500 Buywrite Portfolio
Q4 2017 Filed on Jan 23, 2018
1,077
N/A
Medicines CO Com
Q4 2017 Filed on Jan 23, 2018
99
N/A
Spirit Rlty Cap Inc New Com
Q4 2017 Filed on Jan 23, 2018
135
N/A
PDCE
Pdc Energy, Inc.

Energy
Q4 2017 Filed on Jan 23, 2018
54
$41.57 - $52.88 $2.24K - $2.86K
Powershares Senior Loan Portfolio
Q4 2017 Filed on Jan 23, 2018
1,162
N/A
COTY
Coty Inc.

Consumer Defensive
Q4 2017 Filed on Jan 23, 2018
265
$14.36 - $20.15 $3.81K - $5.34K
Tesaro Inc Com
Q4 2017 Filed on Jan 23, 2018
1,000
N/A
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2017 Filed on Jan 23, 2018
560
$51.63 - $52.04 $28.9K - $29.1K
Arena Pharmaceuticals Inc Com New
Q4 2017 Filed on Jan 23, 2018
5
N/A
Potash Corp Sask Inc Com
Q4 2017 Filed on Jan 23, 2018
540
N/A
Bard C R Inc Com
Q4 2017 Filed on Jan 23, 2018
60
N/A
BNS
Bank Of Nova Scotia

Financial Services
Q4 2017 Filed on Jan 23, 2018
1
$63.25 - $66.28 $63.3 - $66.3
Liberty Global PLC Lilac Shs Cl C
Q4 2017 Filed on Jan 23, 2018
3
N/A
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