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
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
Q2 2020 Filed on Jul 28, 2020
50
$102.13 - $133.6 $5.11K - $6.68K
Avx Corp New Com
Q2 2020 Filed on Jul 28, 2020
11
N/A
Frontier Communications Corp. Com New
Q2 2020 Filed on Jul 28, 2020
48
N/A
Sprint Corporation Com
Q2 2020 Filed on Jul 28, 2020
292
N/A
GSK
Gsk PLC

Healthcare
Q2 2020 Filed on Jul 28, 2020
0
$37.87 - $43.58 $0 - $0
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
Q2 2020 Filed on Jul 28, 2020
1,304
$34.34 - $55.44 $44.8K - $72.3K
ZTR
Virtus Total Return Fund Inc.

Financial
Q2 2020 Filed on Jul 28, 2020
1,424
$6.61 - $9.08 $9.41K - $12.9K
First Trust Eurozone Alphadex ETF
Q2 2020 Filed on Jul 28, 2020
375
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2020 Filed on Jul 28, 2020
1,038
$34.76 - $49.42 $36.1K - $51.3K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 28, 2020
209
$62.84 - $83.92 $13.1K - $17.5K
Allergan PLC Shs
Q2 2020 Filed on Jul 28, 2020
99
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2020 Filed on Jul 28, 2020
420
$39.85 - $50.73 $16.7K - $21.3K
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2020 Filed on Jul 28, 2020
169
$24.11 - $42.95 $4.07K - $7.26K
SB
Safe Bulkers, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
10,000
$0.86 - $1.74 $8.6K - $17.4K
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
25
$40.08 - $48.58 $1K - $1.21K
DBX
Dropbox, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
500
$15.69 - $22.45 $7.85K - $11.2K
EQCPRD
Equity Comwlth Cum Red Pfd Se
Q1 2020 Filed on Apr 22, 2020
200
N/A
Arconic Inc Com
Q1 2020 Filed on Apr 22, 2020
26
N/A
Ingersollrand PLC Shs
Q1 2020 Filed on Apr 22, 2020
524
N/A
Brookfield Property Partrs LP Unit LTD Partn
Q1 2020 Filed on Apr 22, 2020
0
N/A
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
97
$10.43 - $16.6 $1.01K - $1.61K
CC
Chemours CO

Basic Materials
Q1 2020 Filed on Apr 22, 2020
4
$8.21 - $19.7 $32.8 - $78.8
Hexo Corp Com
Q1 2020 Filed on Apr 22, 2020
433
N/A
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
115
$7.81 - $18.02 $898 - $2.07K
Aqua America Inc Com
Q1 2020 Filed on Apr 22, 2020
1,160
N/A
Global X Mlp ETF
Q1 2020 Filed on Apr 22, 2020
672,729
N/A
Noble Energy Inc Com
Q1 2020 Filed on Apr 22, 2020
180
N/A
NNN
National Retail Properties, Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
0
$26.4 - $58.65 $0 - $0
Vaneck Vectors Oil Services ETF
Q1 2020 Filed on Apr 22, 2020
92
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
70
$75.03 - $159.42 $5.25K - $11.2K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q1 2020 Filed on Apr 22, 2020
1,200
$37.95 - $40.52 $45.5K - $48.6K
Scorpio Bulkers Inc Com
Q1 2020 Filed on Apr 22, 2020
5,126
N/A
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
113
$10.14 - $30.12 $1.15K - $3.4K
National Oilwell Varco Inc
Q1 2020 Filed on Apr 22, 2020
30
N/A
Arqule Inc Com
Q1 2020 Filed on Apr 22, 2020
3,985
N/A
Liberty Ppty Tr Shs Ben Int
Q1 2020 Filed on Apr 22, 2020
126
N/A
United Technologies Corp Com
Q1 2020 Filed on Apr 22, 2020
1,936
N/A
Gannett CO Inc Com
Q4 2019 Filed on Jan 21, 2020
11
N/A
Viacom Inc Cl B
Q4 2019 Filed on Jan 21, 2020
239
N/A
GPS
Gap Inc

Consumer Cyclical
Q4 2019 Filed on Jan 21, 2020
21
$15.7 - $18.06 $330 - $379
Celgene Corp Contin Val Rt
Q4 2019 Filed on Jan 21, 2020
20
N/A
CLB
Core Laboratories N V

Energy
Q4 2019 Filed on Jan 21, 2020
21
$37.67 - $48.83 $791 - $1.03K
Bb&T Corp Com
Q4 2019 Filed on Jan 21, 2020
417
N/A
Versum Matls Inc Com
Q4 2019 Filed on Jan 21, 2020
186
N/A
Cbs Corp New Cl A
Q4 2019 Filed on Jan 21, 2020
24
N/A
Suntrust Banks Inc
Q4 2019 Filed on Jan 21, 2020
21
N/A
MCHI
Ishares Msci China ETF

ETFs
Q4 2019 Filed on Jan 21, 2020
286
$55.37 - $64.27 $15.8K - $18.4K
Cbs Corp Cl B
Q4 2019 Filed on Jan 21, 2020
238
N/A
Chewy Inc Cl A
Q4 2019 Filed on Jan 21, 2020
500
N/A
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