BerganKDV 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
Q1 | – | Sell |
-2
| Closed | -$218 | – | 1066 |
|
|
2022
Q4 | $218 | Hold |
2
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 971 |
|
|
2022
Q2 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 974 |
|
|
2022
Q1 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 901 |
|
|
2021
Q4 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 961 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 940 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 882 |
|
|
2021
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 833 |
|