Baystate Wealth Management LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Baystate Wealth Management LLC holds 274 shares of CDL stock, worth $18,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
274
Previous 270 1.48%
Holding current value
$18,747
Previous $14,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$51.79 - $59.14 $207 - $236
4 Added 1.48%
274 $16,000
Q3 2023

Oct 25, 2023
BUY
$54.27 - $58.97 $162 - $176
3 Added 1.12%
270 $14,000
Q2 2023

Sep 21, 2023
BUY
$54.07 - $58.38 $14,436 - $15,587
267 New
267 $15,000

Others Institutions Holding CDL

# of Institutions
60
Shares Held
2.53M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

CDL Quotes by TradingView
  • Ticker CDL
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