Baystate Wealth Management LLC ALPS TRUST ETF ALERIAN MLP 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
Q2 2020 Jul 28, 2020	SELL	N/A	-8,365 Closed	0 $0
Q1 2020 Apr 22, 2020	SELL	N/A	-3,144,436 Reduced 99.73%	8,365 $29,000
Q4 2019 Jan 21, 2020	SELL	N/A	-1,786,659 Reduced 36.17%	3,152,801 $26.8 Million
Q3 2019 Oct 30, 2019	BUY	N/A	432,955 Added 9.61%	4,939,460 $45.1 Million
Q2 2019 Jul 02, 2019	SELL	N/A	-48,699 Reduced 1.07%	4,506,505 $44.5 Million
Q1 2019 Apr 25, 2019	BUY	N/A	172,508 Added 3.94%	4,555,204 $45.5 Million
Q4 2018 Jan 24, 2019	BUY	N/A	34,545 Added 0.79%	4,382,696 $43.2 Million
Q3 2018 Oct 16, 2018	BUY	N/A	225,770 Added 5.48%	4,348,151 $46.6 Million
Q2 2018 Jul 17, 2018	BUY	N/A	102,946 Added 2.56%	4,122,381 $41.9 Million
Q1 2018 Apr 24, 2018	BUY	N/A	474,723 Added 13.39%	4,019,435 $41.2 Million
Q4 2017 Jan 23, 2018	BUY	N/A	233,217 Added 7.04%	3,544,712 $41.8 Million
Q3 2017 Oct 10, 2017	BUY	N/A	3,311,495	3,311,495 $37.6 Million

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