Alera Investment Advisors’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,546
| Closed | -$298K | – | 161 |
|
|
2023
Q2 | $298K | Buy |
+2,546
| New | +$298K | 0.06% | 145 |
|
|
2023
Q1 | – | Sell |
-2,477
| Closed | -$270K | – | 171 |
|
|
2022
Q4 | $270K | Sell |
2,477
-19
| -0.8% | -$2.07K | 0.06% | 151 |
|
|
2022
Q3 | $331K | Buy |
2,496
+39
| +2% | +$5.17K | 0.09% | 134 |
|
|
2022
Q2 | $270K | Buy |
2,457
+85
| +4% | +$9.34K | 0.08% | 153 |
|
|
2022
Q1 | $538K | Buy |
+2,372
| New | +$538K | 0.12% | 112 |
|