B. Riley Wealth 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
Q1 | – | Sell |
-1,890
| Closed | -$206K | – | 1529 |
|
|
2022
Q4 | $206K | Sell |
1,890
-101
| -5% | -$11K | 0.01% | 1247 |
|
|
2022
Q3 | $264K | Buy |
1,991
+16
| +0.8% | +$2.12K | 0.01% | 1083 |
|
|
2022
Q2 | $218K | Sell |
1,975
-168
| -8% | -$18.5K | 0.01% | 1013 |
|
|
2022
Q1 | $487K | Buy |
2,143
+714
| +50% | +$162K | 0.02% | 761 |
|
|
2021
Q4 | $357K | Buy |
1,429
+206
| +17% | +$51.5K | 0.01% | 976 |
|
|
2021
Q3 | $327K | Buy |
+1,223
| New | +$327K | 0.01% | 994 |
|