Evoke Wealth’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,867
| Closed | -$477K | – | 376 |
|
|
2023
Q2 | $477K | Hold |
8,867
| – | – | 0.02% | 223 |
|
|
2023
Q1 | $595K | Hold |
8,867
| – | – | 0.02% | 197 |
|
|
2022
Q4 | $596K | Hold |
8,867
| – | – | 0.02% | 203 |
|
|
2022
Q3 | $531K | Hold |
8,867
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $591K | Hold |
8,867
| – | – | 0.02% | 202 |
|
|
2022
Q1 | $649K | Sell |
8,867
-2,979
| -25% | -$218K | 0.02% | 208 |
|
|
2021
Q4 | $1.23M | Hold |
11,846
| – | – | 0.04% | 159 |
|
|
2021
Q3 | $1.4M | Hold |
11,846
| – | – | 0.05% | 143 |
|
|
2021
Q2 | $1.32M | Hold |
11,846
| – | – | 0.05% | 152 |
|
|
2021
Q1 | $1.28M | Buy |
11,846
+23
| +0.2% | +$2.49K | 0.06% | 136 |
|
|
2020
Q4 | $1.58M | Hold |
11,823
| – | – | 0.11% | 61 |
|
|
2020
Q3 | $1.06M | Hold |
11,823
| – | – | 0.09% | 79 |
|
|
2020
Q2 | $980K | Sell |
11,823
-6,416
| -35% | -$532K | 0.1% | 62 |
|
|
2020
Q1 | $960K | Buy |
18,239
+2,374
| +15% | +$125K | 0.14% | 53 |
|
|
2019
Q4 | $818K | Buy |
15,865
+2,890
| +22% | +$149K | 0.1% | 89 |
|
|
2019
Q3 | $620K | Buy |
+12,975
| New | +$620K | 0.08% | 133 |
|