Dakota Wealth Management’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,133	Closed	-$232K	–	614
2022 Q4	$232K	Sell	2,133 -2,090	-49%	-$228K	0.02%	510
2022 Q3	$559K	Buy	+4,223	New	+$559K	0.05%	318