Bay Harbor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Bay Harbor Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$18.45 - $23.08 $192,691 - $241,047	-10,444 Reduced 96.73%	353 $8,000
Q3 2023 Oct 24, 2023	BUY	$19.26 - $22.35 $24,941 - $28,943	1,295 Added 13.63%	10,797 $210,000
Q2 2023 Jul 19, 2023	BUY	$20.22 - $21.63 $68,566 - $73,347	3,391 Added 55.49%	9,502 $204,000
Q1 2023 May 03, 2023	BUY	$19.83 - $23.92 $92,447 - $111,515	4,662 Added 321.74%	6,111 $131,000
Q4 2022 Jan 25, 2023	BUY	$19.45 - $22.52 $26,238 - $30,379	1,349 Added 1349.0%	1,449 $31,000
Q3 2022 Nov 02, 2022	BUY	$20.34 - $25.89 $2,034 - $2,589	100 New	100 $2,000

218

35.4M

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

Stay updated on Bay Harbor Wealth Management, LLC with notifications on news.