Baystate Wealth Management LLC SPSB Holdings History
Baystate Wealth Management LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 1.15 Mil shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $34.28 Mil. This investment constitutes 2.51% of their stock portfolio, and Baystate Wealth Management LLC now holds 0.43% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2014Q4. And since then Baystate Wealth Management LLC has made 22 purchases of SPSB, at an average price of $30.49, for a total of 3.68 Mil shares. In addition, there have been 8 sales at an average price of $30.36 for 2.53 Mil shares. Based on historical transaction data and SPSB's current price of $30.13, Baystate Wealth Management LLC's estimated gain on his SPSB holdings is $-748,660.94, reflecting a -0.67% gain to date.
Baystate Wealth Management LLC SPSB ($30.13) Holding Chart
Baystate Wealth Management LLC SPSB ($30.13) 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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