Baystate Wealth Management LLC Fidelity Covington Tr Msci Hea Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Baystate Wealth Management LLC holds 338 shares of FHLC stock, worth $23,359. This represents 0.0% of its overall portfolio holdings.

Number of Shares
338
Previous 337 0.3%
Holding current value
$23,359
Previous $20,000 5.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
BUY
$57.52 - $64.73 $57 - $64
1 Added 0.3%
338 $21,000
Q3 2023

Oct 25, 2023
BUY
$60.58 - $64.65 $60 - $64
1 Added 0.3%
337 $20,000
Q2 2023

Sep 21, 2023
BUY
$60.33 - $64.26 $20,270 - $21,591
336 New
336 $21,000
Q1 2023

Apr 25, 2023
BUY
$58.86 - $64.29 $58 - $64
1 Added 0.4%
252 $15,000
Q4 2022

Jan 12, 2023
BUY
$57.8 - $66.02 $57 - $66
1 Added 0.4%
251 $16,000
Q3 2022

Nov 10, 2022
BUY
$57.55 - $64.58 $14,387 - $16,145
250 New
250 $14,000
Q3 2020

Oct 14, 2020
SELL
$50.19 - $54.1 $5,219 - $5,626
-104 Closed
0 $0
Q2 2020

Jul 28, 2020
BUY
$41.21 - $51.19 $4,285 - $5,323
104 New
104 $5,000

Others Institutions Holding FHLC

# of Institutions
350
Shares Held
15M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI HEA

FHLC Quotes by TradingView
  • Ticker FHLC
  • Sector ETFs
  • Industry ETFs
More about FHLC
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Baystate Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email