Harvest Group Wealth Management’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7
| Closed | -$763 | – | 192 |
|
|
2022
Q4 | $763 | Buy |
7
+2
| +40% | +$218 | ﹤0.01% | 159 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 128 |
|
|
2022
Q2 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 140 |
|
|
2022
Q1 | $2K | Buy |
7
+2
| +40% | +$571 | ﹤0.01% | 85 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 86 |
|