Cornerstone Planning Group’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$82	–	1113
2023 Q4	$82	Hold	1	–	–	﹤0.01%	909
2023 Q3	$109	Buy	+1	New	+$109	﹤0.01%	1091