BWM
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BT Wealth Management’s BILL Holdings BILL Stock Holding History

BT Wealth Management’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,800
Closed -$246K – 65
2020
Q4 		$246K Buy
+1,800
New +$246K 0.09% 52