Cerity Partners’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,815
| Closed | -$201K | – | 2441 |
|
|
2024
Q3 | $201K | Buy |
+3,815
| New | +$201K | ﹤0.01% | 2319 |
|
|
2024
Q2 | – | Sell |
-3,756
| Closed | -$258K | – | 2242 |
|
|
2024
Q1 | $258K | Buy |
3,756
+770
| +26% | +$52.9K | ﹤0.01% | 1954 |
|
|
2023
Q4 | $244K | Sell |
2,986
-812
| -21% | -$66.3K | ﹤0.01% | 1621 |
|
|
2023
Q3 | $412K | Buy |
3,798
+662
| +21% | +$71.9K | ﹤0.01% | 1036 |
|
|
2023
Q2 | $366K | Buy |
3,136
+411
| +15% | +$48K | ﹤0.01% | 1311 |
|
|
2023
Q1 | $221K | Buy |
2,725
+338
| +14% | +$27.4K | ﹤0.01% | 1665 |
|
|
2022
Q4 | $260K | Buy |
+2,387
| New | +$260K | ﹤0.01% | 1206 |
|