Baystate Wealth Management LLC SPLG Holdings History
Baystate Wealth Management LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 322,274.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $18.02 Mil. This investment constitutes 1.32% of their stock portfolio, and Baystate Wealth Management LLC now holds 0.09% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then Baystate Wealth Management LLC has made 12 purchases of SPLG, at an average price of $49.42, for a total of 327,925.00 shares. In addition, there have been 1 sales at an average price of $46.76 for 5,651.00 shares. Based on historical transaction data and SPLG's current price of $71.63, Baystate Wealth Management LLC's estimated gain on his SPLG holdings is $7.14 Mil, reflecting a 44.08% gain to date.
Baystate Wealth Management LLC SPLG ($71.63) Holding Chart
Baystate Wealth Management LLC SPLG ($71.63) 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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