Harvest Investment Services’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,942	Closed	-$969K	–	164
2023 Q1	$969K	Buy	+11,942	New	+$969K	0.75%	46
2022 Q1	–	Sell	-3,288	Closed	-$819K	–	185
2021 Q4	$819K	Buy	3,288 +703	+27%	+$175K	0.35%	85
2021 Q3	$690K	Buy	+2,585	New	+$690K	0.28%	109