Corient Private Wealth’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,739
| Closed | -$463K | – | 2316 |
|
2024
Q1 | $463K | Sell |
6,739
-244
| -3% | -$16.8K | ﹤0.01% | 1665 |
|
2023
Q4 | $570K | Buy |
6,983
+4,448
| +175% | +$363K | ﹤0.01% | 1544 |
|
2023
Q3 | $276K | Buy |
2,535
+77
| +3% | +$8.38K | ﹤0.01% | 1781 |
|
2023
Q2 | $286K | Buy |
+2,458
| New | +$286K | ﹤0.01% | 1715 |
|