Baystate Wealth Management LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 14, 2020	BUY	N/A	24 Added 3.05%	811 $9,000
Q1 2020 Apr 22, 2020	SELL	N/A	-577,751 Reduced 99.86%	787 $7,000
Q4 2019 Jan 21, 2020	BUY	N/A	514,258 Added 800.03%	578,538 $12.6 Million
Q3 2019 Oct 30, 2019	SELL	N/A	-113,408 Reduced 63.82%	64,280 $1.5 Million
Q2 2019 Jul 02, 2019	BUY	N/A	118,657 Added 201.01%	177,688 $4.43 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-25,183 Reduced 29.9%	59,031 $1.5 Million
Q4 2018 Jan 24, 2019	BUY	N/A	72,571 Added 623.3%	84,214 $2.11 Million
Q3 2018 Oct 16, 2018	BUY	N/A	384 Added 3.41%	11,643 $322,000
Q2 2018 Jul 17, 2018	BUY	N/A	955 Added 9.27%	11,259 $295,000
Q1 2018 Apr 24, 2018	SELL	N/A	-25,177 Reduced 70.96%	10,304 $270,000
Q4 2017 Jan 23, 2018	BUY	N/A	14,957 Added 72.88%	35,481 $1.08 Million
Q3 2017 Oct 10, 2017	BUY	N/A	20,524	20,524 $584,000

Others Institutions Holding AMJ

# of Institutions

15

Shares Held

662K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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