Baystate Wealth Management LLC Invesco S&P Smallcap Value Wit Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,141 shares of XSVM stock, worth $62,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,141
Previous 1,137 0.35%
Holding current value
$62,675
Previous $54,000 12.96%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
BUY
$45.09 - $55.21 $180 - $220
4 Added 0.35%
1,141 $61,000
Q3 2023

Oct 25, 2023
BUY
$45.54 - $50.67 $227 - $253
5 Added 0.44%
1,137 $54,000
Q2 2023

Sep 21, 2023
BUY
$42.07 - $47.06 $47,623 - $53,271
1,132 New
1,132 $52,000
Q1 2023

Apr 25, 2023
BUY
$43.13 - $52.31 $48,607 - $58,953
1,127 New
1,127 $51,000

Others Institutions Holding XSVM

# of Institutions
150
Shares Held
9.87M
Call Options Held
100
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
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