Bartlett & Co Wealth Management’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,577
| Closed | -$280K | – | 1245 |
|
|
2023
Q3 | $280K | Hold |
2,577
| – | – | 0.01% | 408 |
|
|
2023
Q2 | $301K | Hold |
2,577
| – | – | 0.01% | 402 |
|
|
2023
Q1 | $209K | Hold |
2,577
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $281K | Hold |
2,577
| – | – | 0.01% | 346 |
|
|
2022
Q3 | $341K | Sell |
2,577
-119
| -4% | -$15.8K | 0.01% | 310 |
|
|
2022
Q2 | $296K | Buy |
2,696
+119
| +5% | +$13.1K | 0.01% | 325 |
|
|
2022
Q1 | $584K | Sell |
2,577
-301
| -10% | -$68.3K | 0.01% | 281 |
|
|
2021
Q4 | $717K | Buy |
+2,878
| New | +$717K | 0.01% | 259 |
|