Geneos Wealth Management’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-103
| Closed | -$10K | – | 2764 |
|
|
2021
Q4 | $10K | Hold |
103
| – | – | ﹤0.01% | 2163 |
|
|
2021
Q3 | $12K | Buy |
+103
| New | +$12K | ﹤0.01% | 2133 |
|
|
2021
Q2 | – | Sell |
-189
| Closed | -$21K | – | 2874 |
|
|
2021
Q1 | $21K | Buy |
+189
| New | +$21K | ﹤0.01% | 2051 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$1K | – | 2068 |
|
|
2016
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1929 |
|