A detailed history of Baystate Wealth Management LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Baystate Wealth Management LLC holds 264 shares of FXL stock, worth $36,331. This represents 0.0% of its overall portfolio holdings.

Number of Shares
264
Previous 263 0.38%
Holding current value
$36,331
Previous $29,000 13.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024

BUY
$104.07 - $129.36 $104 - $129
1 Added 0.38%
264 $33,000
Q2 2023

Sep 21, 2023

BUY
$96.27 - $115.04 $25,319 - $30,255
263 New
263 $30,000
Q4 2022

Jan 12, 2023

BUY
$88.34 - $98.36 $88 - $98
1 Added 0.38%
263 $24,000
Q3 2021

Nov 05, 2021

BUY
N/A
1 Added 0.38%
262 $32,000
Q4 2020

Jan 15, 2021

SELL
N/A
-1 Reduced 0.38%
261 $29,000
Q3 2020

Oct 14, 2020

BUY
N/A
1 Added 0.38%
262 $24,000
Q2 2020

Jul 28, 2020

SELL
N/A
-1 Reduced 0.38%
261 $22,000
Q3 2019

Oct 30, 2019

BUY
N/A
1 Added 0.38%
262 $17,000
Q1 2019

Apr 25, 2019

BUY
N/A
1 Added 0.38%
261 $18,000
Q3 2017

Oct 10, 2017

BUY
N/A
260
260 $13,000

Others Institutions Holding FXL

About FIRST TR EXCHANGE TRADED FD FI


  • Ticker FXL
  • Sector ETFs
  • Industry ETFs
More about FXL
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.