Caliber Wealth Management (Utah)’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 |
-6,421
| Closed | -$700K | – | 66 |
|
|
2022
Q4 | $700K | Sell |
6,421
-9,458
| -60% | -$1.03M | 0.53% | 53 |
|
|
2022
Q3 | $2.1M | Sell |
15,879
-895
| -5% | -$118K | 1.66% | 26 |
|
|
2022
Q2 | $1.84M | Buy |
16,774
+14,813
| +755% | +$1.63M | 1.43% | 30 |
|
|
2022
Q1 | $445K | Sell |
1,961
-77
| -4% | -$17.5K | 0.28% | 56 |
|
|
2021
Q4 | $369K | Sell |
2,038
-600
| -23% | -$109K | 0.25% | 61 |
|
|
2021
Q3 | $781K | Buy |
+2,638
| New | +$781K | 0.55% | 63 |
|