Clearstead Advisors’s BlackLine BL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2K Sell
181
-84
-32% -$4.76K ﹤0.01% 1878
2025
Q1
$12.8K Buy
265
+66
+33% +$3.2K ﹤0.01% 1543
2024
Q4
$12.1K Hold
199
﹤0.01% 1522
2024
Q3
$11K Sell
199
-101
-34% -$5.57K ﹤0.01% 1561
2024
Q2
$14.5K Buy
+300
New +$14.5K ﹤0.01% 1456
2022
Q2
Sell
-118
Closed -$9K 1286
2022
Q1
$9K Buy
+118
New +$9K ﹤0.01% 993