Dakota Wealth Management’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $246K | Buy |
+4,341
| New | +$246K | 0.01% | 673 |
|
2025
Q1 | – | Sell |
-4,017
| Closed | -$244K | – | 753 |
|
2024
Q4 | $244K | Buy |
+4,017
| New | +$244K | 0.01% | 667 |
|
2024
Q2 | – | Sell |
-3,385
| Closed | -$219K | – | 716 |
|
2024
Q1 | $219K | Sell |
3,385
-349
| -9% | -$22.5K | 0.01% | 652 |
|
2023
Q4 | $233K | Sell |
3,734
-45
| -1% | -$2.81K | 0.01% | 568 |
|
2023
Q3 | $210K | Buy |
+3,779
| New | +$210K | 0.01% | 587 |
|