EWM
Evercore Wealth Management’s BILL Holdings BILL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,505
| Closed | -$341K | – | 399 |
|
|
2022
Q1 | $341K | Sell |
1,505
-150
| -9% | -$34K | 0.01% | 331 |
|
|
2021
Q4 | $412K | Sell |
1,655
-445
| -21% | -$111K | 0.01% | 311 |
|
|
2021
Q3 | $561K | Sell |
2,100
-3,411
| -62% | -$911K | 0.01% | 273 |
|
|
2021
Q2 | $1.01M | Sell |
5,511
-200
| -4% | -$36.7K | 0.02% | 225 |
|
|
2021
Q1 | $831K | Sell |
5,711
-75
| -1% | -$10.9K | 0.02% | 243 |
|
|
2020
Q4 | $790K | Sell |
5,786
-758
| -12% | -$103K | 0.02% | 238 |
|
|
2020
Q3 | $656K | Sell |
6,544
-2,100
| -24% | -$211K | 0.02% | 236 |
|
|
2020
Q2 | $780K | Buy |
+8,644
| New | +$780K | 0.02% | 220 |
|