Bay Harbor Wealth Management, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Bay Harbor Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	BUY	$31.19 - $36.08 $11,852 - $13,710	380 Added 118.75%	700 $24,000
Q3 2022 Nov 02, 2022	BUY	N/A	320 New	320 $9,000
Q1 2022 Apr 19, 2022	SELL	N/A	-1,102 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	N/A	177 Added 19.14%	1,102 $45,000
Q3 2021 Nov 24, 2021	SELL	N/A	-3,020 Reduced 76.55%	925 $38,000
Q2 2021 Jul 28, 2021	BUY	N/A	3,945 New	3,945 $165,000
Q1 2021 May 05, 2021	SELL	N/A	-85 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	N/A	85 New	85 $3,000
Q2 2020 Jul 16, 2020	SELL	N/A	-7,544 Closed	0 $0
Q1 2020 May 20, 2020	SELL	N/A	-7,799 Reduced 50.83%	7,544 $203,000
Q4 2019 Jan 27, 2020	BUY	N/A	7,422 Added 93.7%	15,343 $559,000
Q3 2019 Oct 15, 2019	BUY	N/A	7,921 New	7,921 $263,000

2.72M

11.7K

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.