Bay Harbor Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Bay Harbor Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	SELL	N/A	-1,446 Reduced 72.08%	560 $25,000
Q2 2022 Aug 05, 2022	SELL	N/A	-1,409 Reduced 41.26%	2,006 $93,000
Q1 2022 Apr 19, 2022	BUY	N/A	92 Added 2.77%	3,415 $190,000
Q4 2021 Feb 10, 2022	SELL	N/A	-311 Reduced 8.56%	3,323 $183,000
Q3 2021 Nov 24, 2021	SELL	N/A	-579 Reduced 13.74%	3,634 $193,000

Q2 2021 Jul 28, 2021	SELL	N/A	-2,859 Reduced 40.43%	4,213 $223,000
Q1 2021 May 05, 2021	SELL	N/A	-4,876 Reduced 40.81%	7,072 $348,000
Q4 2020 Feb 09, 2021	BUY	N/A	11,948 New	11,948 $551,000

603

83.5M

131K

100

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.