Baron Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History

Baron Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$35.21 - $37.75 $9,436 - $10,117	-268 Reduced 3.7%	6,972 $263 Million
Q1 2023 May 10, 2023	BUY	$34.62 - $41.83 $1,142 - $1,380	33 Added 0.46%	7,240 $271,000
Q4 2022 Jun 06, 2023	SELL	$33.77 - $39.47 $1,114 - $1,302	-33 Reduced 0.46%	7,207 $266 Million
Q4 2022 Apr 04, 2023	BUY	$33.77 - $39.47 $243,380 - $284,460	7,207 New	7,207 $266,000

818

141M

704K

4.5M

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Baron Wealth Management LLC with notifications on news.