Heritage Wealth Management (Arizona)’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $314K | Buy |
4,674
+2,365
| +102% | +$159K | 0.04% | 284 |
|
|
2022
Q3 | $138K | Buy |
2,309
+11
| +0.5% | +$657 | 0.04% | 293 |
|
|
2022
Q2 | $153K | Sell |
2,298
-26
| -1% | -$1.73K | 0.05% | 282 |
|
|
2022
Q1 | $170K | Buy |
+2,324
| New | +$170K | 0.05% | 296 |
|
|
2021
Q3 | $298K | Sell |
2,522
-111
| -4% | -$13.1K | 0.11% | 152 |
|
|
2021
Q2 | $293K | Buy |
2,633
+375
| +17% | +$41.7K | 0.11% | 156 |
|
|
2021
Q1 | $245K | Buy |
+2,258
| New | +$245K | 0.14% | 133 |
|