GoalVest Advisory’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-304
| Closed | -$20.5K | – | 259 |
|
|
2022
Q4 | $20.5K | Hold |
304
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $18K | Hold |
304
| – | – | 0.01% | 160 |
|
|
2022
Q2 | $22K | Hold |
304
| – | – | 0.01% | 212 |
|
|
2022
Q1 | $22K | Buy |
+304
| New | +$22K | 0.01% | 191 |
|
|
2021
Q2 | $34K | Hold |
304
| – | – | 0.02% | 161 |
|
|
2021
Q1 | $33K | Hold |
304
| – | – | 0.02% | 133 |
|
|
2020
Q4 | $41K | Buy |
+304
| New | +$41K | 0.03% | 125 |
|