Envestnet Portfolio Solutions’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	-8,675	Closed	-$708K	–	1602
2023 Q4	$708K	Sell	8,675 -7,114	-45%	-$580K	﹤0.01%	908
2023 Q3	$1.71M	Buy	+15,789	New	+$1.71M	0.01%	588