Ethic Inc’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,026
| Closed | -$220K | – | 1058 |
|
|
2023
Q3 | $220K | Sell |
2,026
-1,219
| -38% | -$132K | 0.01% | 908 |
|
|
2023
Q2 | $379K | Buy |
+3,245
| New | +$379K | 0.01% | 729 |
|
|
2022
Q3 | – | Sell |
-2,598
| Closed | -$286K | – | 800 |
|
|
2022
Q2 | $286K | Buy |
2,598
+207
| +9% | +$22.8K | 0.02% | 632 |
|
|
2022
Q1 | $542K | Buy |
2,391
+942
| +65% | +$214K | 0.04% | 444 |
|
|
2021
Q4 | $361K | Buy |
1,449
+415
| +40% | +$103K | 0.03% | 482 |
|
|
2021
Q3 | $276K | Buy |
+1,034
| New | +$276K | 0.03% | 500 |
|