Atria Wealth Solutions’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31,048
| Closed | -$3.37M | – | 1920 |
|
|
2023
Q3 | $3.37M | Sell |
31,048
-203
| -0.6% | -$22K | 0.05% | 404 |
|
|
2023
Q2 | $3.65M | Buy |
31,251
+5,746
| +23% | +$671K | 0.05% | 372 |
|
|
2023
Q1 | $2.07M | Sell |
25,505
-2,339
| -8% | -$190K | 0.03% | 526 |
|
|
2022
Q4 | $3.03M | Sell |
27,844
-192
| -0.7% | -$20.9K | 0.05% | 378 |
|
|
2022
Q3 | $3.71M | Sell |
28,036
-20
| -0.1% | -$2.65K | 0.06% | 298 |
|
|
2022
Q2 | $3.09M | Buy |
28,056
+25,610
| +1,047% | +$2.82M | 0.06% | 319 |
|
|
2022
Q1 | $555K | Buy |
+2,446
| New | +$555K | 0.01% | 1007 |
|