Baystate Wealth Management LLC Closed Holding Positions

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Spdr High Yield Bond ETF	Q3 2018 Filed on Oct 16, 2018	338	N/A
Powershares S&P Midcap Low Volatility Portfolio	Q2 2018 Filed on Jul 17, 2018	350	N/A
Powershares Global Preferred ETF	Q2 2018 Filed on Jul 17, 2018	100	N/A
Powershares Global Exchange Traded Fd Tr Insured Natl	Q2 2018 Filed on Jul 17, 2018	246	N/A
Powershares Ftse Rafi Us 1000	Q2 2018 Filed on Jul 17, 2018	516,692	N/A
Time Warner Inc	Q2 2018 Filed on Jul 17, 2018	50	N/A
Powershares Bulletshares 2019 Corporate Bond Portfolio	Q2 2018 Filed on Jul 17, 2018	208	N/A
Commercehub Inc Com Ser C	Q2 2018 Filed on Jul 17, 2018	5	N/A
Commercehub Inc Com Ser A	Q2 2018 Filed on Jul 17, 2018	2	N/A
California Res Corp Com New	Q2 2018 Filed on Jul 17, 2018	46	N/A
Tanzanian Royalty Exploration Corp	Q2 2018 Filed on Jul 17, 2018	2,500	N/A
DIAX Nuveen Dow 30sm Dynamic Overwrite Fund Financial Services	Q2 2018 Filed on Jul 17, 2018	500	$17.4 - $19.95 $8.7K - $9.98K
Halyard Health Inc Com	Q2 2018 Filed on Jul 17, 2018	1	N/A
Alpine Total Dynamic Divid Fd Com Sh Ben Int N	Q2 2018 Filed on Jul 17, 2018	234	N/A
MCN Madison Covered Call & Equity Strategy Fund Financial Services	Q2 2018 Filed on Jul 17, 2018	911	$7.16 - $7.66 $6.52K - $6.98K
Powershares S&P 500 Equal Weight Consumer Staples Portfolio	Q2 2018 Filed on Jul 17, 2018	30	N/A
Alexion Pharma Inc	Q2 2018 Filed on Jul 17, 2018	2	N/A
RAIL Freight Car America, Inc. Industrials	Q2 2018 Filed on Jul 17, 2018	328	$13.33 - $17.7 $4.37K - $5.81K
Wgl Hldgs Inc Com	Q2 2018 Filed on Jul 17, 2018	500	N/A
Westar Energy Inc Com	Q2 2018 Filed on Jul 17, 2018	130	N/A
Powershares S&P 500 High Dividend Low Volatility Portfolio	Q2 2018 Filed on Jul 17, 2018	52,273	N/A
STPZ Pimco ETF Tr 1 5 Yr Us Tips In ETFs	Q2 2018 Filed on Jul 17, 2018	1,155	N/A
Powershares Qqq Tr	Q2 2018 Filed on Jul 17, 2018	1,173	N/A
Monsanto CO	Q2 2018 Filed on Jul 17, 2018	10	N/A
Powershares S&P 500 Equal Weight Health Care Portfolio	Q2 2018 Filed on Jul 17, 2018	1	N/A
Powershares S&P 500 Quality Portfolio	Q2 2018 Filed on Jul 17, 2018	300	N/A
Great Plains Energy Inc Com	Q2 2018 Filed on Jul 17, 2018	180	N/A
Dr Pepper Snapple Group Inc	Q2 2018 Filed on Jul 17, 2018	404	N/A
Liberty Interactive Corp Qvc Gp Com Ser A	Q1 2018 Filed on Apr 24, 2018	110	N/A
Guggenheim S&P 500 Equal Weight ETF	Q1 2018 Filed on Apr 24, 2018	56	N/A
DBD Diebold Nixdorf, Inc Technology	Q1 2018 Filed on Apr 24, 2018	37	$14.3 - $18.8 $529 - $696
Hi Crush Partners LP Com Unit LTD	Q1 2018 Filed on Apr 24, 2018	423	N/A
IYM Ishares Tr ETFs	Q1 2018 Filed on Apr 24, 2018	36	$94.17 - $108.05 $3.39K - $3.89K
JD Jd.Com, Inc. Consumer Cyclical	Q1 2018 Filed on Apr 24, 2018	183	$40.01 - $50.5 $7.32K - $9.24K
Dst Sys Inc Del Com	Q1 2018 Filed on Apr 24, 2018	318	N/A
Therapeuticsmd Inc Com	Q1 2018 Filed on Apr 24, 2018	4,000	N/A
Powershares Aerospace & Defense Portfolio	Q1 2018 Filed on Apr 24, 2018	300	N/A
Capitala Fin Corp Com	Q1 2018 Filed on Apr 24, 2018	1,000	N/A
GTIM Good Times Restaurants Inc. Consumer Cyclical	Q1 2018 Filed on Apr 24, 2018	300	$2.35 - $3.2 $705 - $960
Liberty Interactive Corp Lbt Ven Com A Ne	Q1 2018 Filed on Apr 24, 2018	15	N/A
Guggenheim Bulletshares 2019 Corporate Bond ETF	Q1 2018 Filed on Apr 24, 2018	208	N/A
Shire PLC Sponsored Adr	Q1 2018 Filed on Apr 24, 2018	148	N/A
PAAS Pan American Silver Corp Basic Materials	Q1 2018 Filed on Apr 24, 2018	1,083	$15.03 - $17.35 $16.3K - $18.8K
XPO Xpo Logistics, Inc. Industrials	Q1 2018 Filed on Apr 24, 2018	100	$49.5 - $60.93 $4.95K - $6.09K
ETW Eaton Vance Tax Managed Global Buy Write Opportunities Fund Financial Services	Q1 2018 Filed on Apr 24, 2018	3,000	$11.36 - $12.5 $34.1K - $37.5K
Vectren Corp Com	Q1 2018 Filed on Apr 24, 2018	609	N/A
Time Inc New Com	Q1 2018 Filed on Apr 24, 2018	6	N/A
Amerigas Partners L P Unit L P Int	Q1 2018 Filed on Apr 24, 2018	2,510	N/A
Scana Corp New Com	Q1 2018 Filed on Apr 24, 2018	1,068	N/A
Thl Cr Inc Com	Q1 2018 Filed on Apr 24, 2018	500	N/A

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