Baron 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 |
-3,760
| Closed | -$243K | – | 185 |
|
|
2024
Q1 | $243K | Hold |
3,760
| – | – | 0.13% | 140 |
|
|
2023
Q4 | $235K | Hold |
3,760
| – | – | 0.13% | 145 |
|
|
2023
Q3 | $209K | Buy |
+3,760
| New | +$209K | 0.13% | 130 |
|
|
2023
Q2 | – | Sell |
-3,708
| Closed | -$249K | – | 148 |
|
|
2023
Q1 | $249K | Hold |
3,708
| – | – | 0.18% | 105 |
|
|
2022
Q4 | $249K | Buy |
+3,708
| New | +$249K | 0.19% | 100 |
|