Holistic Financial Partners’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 |
-1,677
| Closed | -$222K | – | 96 |
|
|
2022
Q3 | $222K | Buy |
+1,677
| New | +$222K | 0.22% | 77 |
|
|
2022
Q2 | – | Sell |
-1,579
| Closed | -$358K | – | 96 |
|
|
2022
Q1 | $358K | Buy |
+1,579
| New | +$358K | 0.23% | 60 |
|
|
2021
Q4 | – | Sell |
-766
| Closed | -$204K | – | 123 |
|
|
2021
Q3 | $204K | Buy |
+766
| New | +$204K | 0.13% | 102 |
|