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
Eaton Vance Corp Com Non Vtg
Q2 2019 Filed on Jul 02, 2019
20
N/A
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q2 2019 Filed on Jul 02, 2019
35
$78.53 - $93.65 $2.75K - $3.28K
MOH
Molina Healthcare, Inc.

Healthcare
Q2 2019 Filed on Jul 02, 2019
110
$116.67 - $155.28 $12.8K - $17.1K
Blackstone Group L P Com Unit LTD
Q2 2019 Filed on Jul 02, 2019
533
N/A
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2019 Filed on Jul 02, 2019
58
N/A
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 02, 2019
2
$104.36 - $111.99 $209 - $224
Fs Kkr Capital Corp Com
Q1 2019 Filed on Apr 25, 2019
997
N/A
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q1 2019 Filed on Apr 25, 2019
302
$56.43 - $60.35 $17K - $18.2K
Twenty First Centy Fox Inc Cl B
Q1 2019 Filed on Apr 25, 2019
25
N/A
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2019 Filed on Apr 25, 2019
43
N/A
Discovery Inc Com Ser A
Q1 2019 Filed on Apr 25, 2019
38
N/A
Wisdomtree Dynamic Long/Short U.S. Equity Fund
Q1 2019 Filed on Apr 25, 2019
31
N/A
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q1 2019 Filed on Apr 25, 2019
43
N/A
GAM
General American Investors CO Inc

Financial Services
Q1 2019 Filed on Apr 25, 2019
128
$28.28 - $33.61 $3.62K - $4.3K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Apr 25, 2019
3,599
$19.77 - $21.03 $71.2K - $75.7K
TY
Tri Continental Corp

Financial Services
Q1 2019 Filed on Apr 25, 2019
167
$23.25 - $26.53 $3.88K - $4.43K
BHE
Benchmark Electronics Inc

Technology
Q1 2019 Filed on Apr 25, 2019
0
$20.65 - $28.29 $0 - $0
Alaska Air Group Inc Com
Q1 2019 Filed on Apr 25, 2019
85
N/A
DXJS
Wisdomtree Tr Japan Smallcap H
Q1 2019 Filed on Apr 25, 2019
404
N/A
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2019 Filed on Apr 25, 2019
1,000
N/A
AXON
Axon Enterprise, Inc.

Industrials
Q1 2019 Filed on Apr 25, 2019
500
$43.29 - $60.22 $21.6K - $30.1K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
Q1 2019 Filed on Apr 25, 2019
0
$12.86 - $15.44 $0 - $0
FAS
Direxion Daily Financial Bull

ETFs
Q1 2019 Filed on Apr 25, 2019
176
N/A
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2019 Filed on Apr 25, 2019
7
N/A
Goldcorp Inc
Q1 2019 Filed on Apr 25, 2019
1,000
N/A
Morgan Stanley Emer Mkts Fd Com
Q1 2019 Filed on Apr 25, 2019
402
N/A
DRN
Direxion Shs ETF Tr Direxion D

ETFs
Q1 2019 Filed on Apr 25, 2019
1,442
$15.42 - $25.65 $22.2K - $37K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q1 2019 Filed on Apr 25, 2019
18
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2019 Filed on Apr 25, 2019
75
N/A
SSTI
Shotspotter, Inc

Technology
Q1 2019 Filed on Apr 25, 2019
1,129
$29.19 - $49.94 $33K - $56.4K
EDC
Direxion Daily Emerging Market

ETFs
Q4 2018 Filed on Jan 24, 2019
60
N/A
Asanko Gold Inc Com
Q4 2018 Filed on Jan 24, 2019
1,000
N/A
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2018 Filed on Jan 24, 2019
30
N/A
UIS
Unisys Corp

Technology
Q4 2018 Filed on Jan 24, 2019
10
$10.69 - $20.11 $107 - $201
M
Macy'S, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 24, 2019
51
$28.15 - $37.79 $1.44K - $1.93K
Premier Finl Bancorp Inc Com
Q4 2018 Filed on Jan 24, 2019
115
N/A
Clearbridge Energy Mlp
Q4 2018 Filed on Jan 24, 2019
137
N/A
KGC
Kinross Gold Corp

Basic Materials
Q4 2018 Filed on Jan 24, 2019
8,628
$2.43 - $3.3 $21K - $28.5K
SAN
Banco Santander, S.A.

Financial Services
Q4 2018 Filed on Jan 24, 2019
11
$4.32 - $5.04 $47.5 - $55.4
Energen Corp Com
Q4 2018 Filed on Jan 24, 2019
10
N/A
Spectra Energy Partners LP
Q4 2018 Filed on Jan 24, 2019
138
N/A
GLAD
Gladstone Capital Corp

Financial Services
Q4 2018 Filed on Jan 24, 2019
0
$6.84 - $9.6 $0 - $0
Cigna Corp
Q4 2018 Filed on Jan 24, 2019
732
N/A
Ovascience Inc Com
Q4 2018 Filed on Jan 24, 2019
1,158
N/A
NGD
New Gold Inc.

Basic Materials
Q4 2018 Filed on Jan 24, 2019
900
$0.7 - $0.91 $630 - $819
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q4 2018 Filed on Jan 24, 2019
50
N/A
Rockwell Collins Inc
Q4 2018 Filed on Jan 24, 2019
100
N/A
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q4 2018 Filed on Jan 24, 2019
104
$5.58 - $7.27 $580 - $756
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q4 2018 Filed on Jan 24, 2019
0
$17.68 - $19.04 $0 - $0
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