CFM Wealth Partners’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,027
| Closed | -$239K | – | 181 |
|
|
2021
Q3 | $239K | Hold |
2,027
| – | – | 0.06% | 164 |
|
|
2021
Q2 | $226K | Sell |
2,027
-2
| -0.1% | -$223 | 0.06% | 159 |
|
|
2021
Q1 | $220K | Sell |
2,029
-159
| -7% | -$17.2K | 0.07% | 158 |
|
|
2020
Q4 | $292K | Sell |
2,188
-46
| -2% | -$6.14K | 0.09% | 117 |
|
|
2020
Q3 | $200K | Hold |
2,234
| – | – | 0.07% | 144 |
|
|
2020
Q2 | $185K | Sell |
2,234
-152
| -6% | -$12.6K | 0.07% | 154 |
|
|
2020
Q1 | $126K | Hold |
2,386
| – | – | 0.06% | 170 |
|
|
2019
Q4 | $148K | Buy |
+2,386
| New | +$148K | 0.05% | 169 |
|