Accredited Investors’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,125
| Closed | -$232K | – | 191 |
|
|
2022
Q4 | $232K | Buy |
2,125
+250
| +13% | +$27.2K | 0.02% | 164 |
|
|
2022
Q3 | $248K | Hold |
1,875
| – | – | 0.03% | 149 |
|
|
2022
Q2 | $206K | Hold |
1,875
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $425K | Buy |
1,875
+55
| +3% | +$12.5K | 0.04% | 126 |
|
|
2021
Q4 | $453K | Hold |
1,820
| – | – | 0.04% | 120 |
|
|
2021
Q3 | $486K | Sell |
1,820
-30
| -2% | -$8.01K | 0.05% | 104 |
|
|
2021
Q2 | $339K | Hold |
1,850
| – | – | 0.03% | 123 |
|
|
2021
Q1 | $269K | Buy |
+1,850
| New | +$269K | 0.04% | 135 |
|