AE Wealth Management’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-306,492
| Closed | -$22.8M | – | 1223 |
|
|
2023
Q4 | $22.8M | Buy |
306,492
+132
| +0% | +$9.82K | 0.12% | 200 |
|
|
2023
Q3 | $33.3M | Sell |
306,360
-5,581
| -2% | -$606K | 0.2% | 113 |
|
|
2023
Q2 | $36.5M | Buy |
311,941
+2,851
| +0.9% | +$333K | 0.22% | 91 |
|
|
2023
Q1 | $25.1M | Buy |
309,090
+20,944
| +7% | +$1.7M | 0.16% | 148 |
|
|
2022
Q4 | $31.4M | Sell |
288,146
-505
| -0.2% | -$55K | 0.23% | 90 |
|
|
2022
Q3 | $38.2M | Buy |
+288,651
| New | +$38.2M | 0.3% | 65 |
|
|
2021
Q3 | – | Sell |
-2,846
| Closed | -$521K | – | 1607 |
|
|
2021
Q2 | $521K | Buy |
+2,846
| New | +$521K | ﹤0.01% | 1125 |
|