Avantax Advisory Services’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
9,627
+628
| +7% | +$35.6K | ﹤0.01% | 1537 |
|
|
2025
Q1 | $436K | Buy |
8,999
+676
| +8% | +$32.7K | ﹤0.01% | 1591 |
|
|
2024
Q4 | $506K | Sell |
8,323
-1,362
| -14% | -$82.8K | ﹤0.01% | 1435 |
|
|
2024
Q3 | $534K | Buy |
9,685
+508
| +6% | +$28K | ﹤0.01% | 1368 |
|
|
2024
Q2 | $445K | Buy |
+9,177
| New | +$445K | ﹤0.01% | 1437 |
|