Baker Tilly Wealth Management’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,926
| Closed | -$383K | – | 296 |
|
|
2024
Q1 | $383K | Sell |
5,926
-100
| -2% | -$6.46K | 0.07% | 309 |
|
|
2023
Q4 | $376K | Buy |
6,026
+479
| +9% | +$29.9K | 0.06% | 351 |
|
|
2023
Q3 | $308K | Sell |
5,547
-1,388
| -20% | -$77K | 0.05% | 362 |
|
|
2023
Q2 | $373K | Sell |
6,935
-376
| -5% | -$20.2K | 0.04% | 412 |
|
|
2023
Q1 | $491K | Sell |
7,311
-910
| -11% | -$61.1K | 0.06% | 338 |
|
|
2022
Q4 | $553K | Sell |
8,221
-214
| -3% | -$14.4K | 0.07% | 296 |
|
|
2022
Q3 | $505K | Sell |
8,435
-1,735
| -17% | -$104K | 0.07% | 288 |
|
|
2022
Q2 | $677K | Buy |
10,170
+41
| +0.4% | +$2.73K | 0.09% | 244 |
|
|
2022
Q1 | $742K | Sell |
10,129
-1,520
| -13% | -$111K | 0.08% | 248 |
|
|
2021
Q4 | $1.21M | Sell |
11,649
-819
| -7% | -$84.8K | 0.13% | 167 |
|
|
2021
Q3 | $1.47M | Buy |
12,468
+1,157
| +10% | +$137K | 0.19% | 100 |
|
|
2021
Q2 | $1.26M | Buy |
11,311
+1,044
| +10% | +$116K | 0.2% | 109 |
|
|
2021
Q1 | $1.11M | Buy |
10,267
+1,757
| +21% | +$190K | 0.23% | 104 |
|
|
2020
Q4 | $1.14M | Buy |
+8,510
| New | +$1.14M | 0.35% | 70 |
|