Envestnet Portfolio Solutions’s BlackLine BL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,219
Closed -$398K 1682
2024
Q2
$398K Sell
8,219
-1,174
-12% -$56.9K ﹤0.01% 1228
2024
Q1
$607K Sell
9,393
-711
-7% -$45.9K ﹤0.01% 1033
2023
Q4
$631K Sell
10,104
-656
-6% -$41K ﹤0.01% 952
2023
Q3
$597K Buy
+10,760
New +$597K ﹤0.01% 915