Atria Wealth Solutions’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,200
| Closed | -$215K | – | 1869 |
|
2023
Q1 | $215K | Hold |
3,200
| – | – | ﹤0.01% | 1622 |
|
2022
Q4 | $215K | Sell |
3,200
-3,956
| -55% | -$266K | ﹤0.01% | 1559 |
|
2022
Q3 | $429K | Sell |
7,156
-8,751
| -55% | -$524K | 0.01% | 1105 |
|
2022
Q2 | $1.06M | Buy |
15,907
+11,555
| +266% | +$769K | 0.02% | 650 |
|
2022
Q1 | $319K | Buy |
+4,352
| New | +$319K | 0.01% | 1283 |
|