BMS Financial 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 Q2	$202K	Buy	+1,725	New	+$202K	0.13%	112
2022 Q4	–	Sell	-1,846	Closed	-$244K	–	94
2022 Q3	$244K	Sell	1,846 -158	-8%	-$20.9K	0.17%	96
2022 Q2	$220K	Buy	2,004 +433	+28%	+$47.5K	0.14%	94
2022 Q1	$356K	Buy	+1,571	New	+$356K	0.23%	86