Baystate Wealth Management LLC PRF Holdings History
Baystate Wealth Management LLC's Invesco RAFI US 1000 ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 2.71 Mil shares of Invesco RAFI US 1000 ETF(PRF), totaling $95.44 Mil. This investment constitutes 7% of their stock portfolio, and Baystate Wealth Management LLC now holds 1.45% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.
The initial trade took place in 2013Q4. And since then Baystate Wealth Management LLC has made 18 purchases of PRF, at an average price of $21.61, for a total of 6.73 Mil shares. In addition, there have been 8 sales at an average price of $25.12 for 4.02 Mil shares. Based on historical transaction data and PRF's current price of $42.66, Baystate Wealth Management LLC's estimated gain on his PRF holdings is $71.23 Mil, reflecting a 48.98% gain to date.
Baystate Wealth Management LLC PRF ($42.66) Holding Chart
Baystate Wealth Management LLC PRF ($42.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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