HBK Sorce Advisory’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,168
| Closed | -$419K | – | 801 |
|
|
2022
Q3 | $419K | Buy |
3,168
+618
| +24% | +$81.7K | 0.03% | 301 |
|
|
2022
Q2 | $280K | Sell |
2,550
-63
| -2% | -$6.92K | 0.02% | 350 |
|
|
2022
Q1 | $593K | Buy |
2,613
+382
| +17% | +$86.7K | 0.03% | 273 |
|
|
2021
Q4 | $556K | Sell |
2,231
-36
| -2% | -$8.97K | 0.03% | 304 |
|
|
2021
Q3 | $605K | Sell |
2,267
-1,369
| -38% | -$365K | 0.03% | 288 |
|
|
2021
Q2 | $666K | Buy |
3,636
+28
| +0.8% | +$5.13K | 0.04% | 273 |
|
|
2021
Q1 | $525K | Buy |
3,608
+668
| +23% | +$97.2K | 0.03% | 290 |
|
|
2020
Q4 | $401K | Sell |
2,940
-1,488
| -34% | -$203K | 0.02% | 316 |
|
|
2020
Q3 | $444K | Buy |
4,428
+246
| +6% | +$24.7K | 0.03% | 278 |
|
|
2020
Q2 | $377K | Buy |
+4,182
| New | +$377K | 0.03% | 292 |
|