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Baystate Wealth Management LLC

SEC CIK
0001546408
Latest filing
Jan 29, 2024

X holding history

United States Steel Corp in every 13F filed by Baystate Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

X overviewAll 13F holders of XFull Q4 2023 holdings

Shares (Q4 2023)
334
Value
$16.3K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2021
Holdings of X by Baystate Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023334$16.3K<0.1%+334NewHolders
Q4 20210$00.0%−30−100.0%Sold outHolders
Q3 202130$1.00K<0.1%00.0%UnchangedHolders
Q2 202130$1.00K<0.1%00.0%UnchangedHolders
Q1 202130$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.