Icon Wealth Advisors’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,605
| Closed | -$158K | – | 481 |
|
|
2024
Q4 | $158K | Sell |
2,605
-221
| -8% | -$13.4K | 0.01% | 417 |
|
|
2024
Q3 | $156K | Sell |
2,826
-1,211
| -30% | -$66.8K | 0.01% | 400 |
|
|
2024
Q2 | $192K | Sell |
4,037
-895
| -18% | -$42.5K | 0.02% | 340 |
|
|
2024
Q1 | $319K | Sell |
4,932
-548
| -10% | -$35.4K | 0.03% | 273 |
|
|
2023
Q4 | $342K | Buy |
+5,480
| New | +$342K | 0.04% | 246 |
|
|
2022
Q4 | $410K | Sell |
6,092
-367
| -6% | -$24.7K | 0.05% | 211 |
|
|
2022
Q3 | $387K | Buy |
+6,459
| New | +$387K | 0.05% | 206 |
|