IFP Advisors’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.96K | Buy |
+134
| New | +$5.77K | ﹤0.01% | 3532 |
|
|
2025
Q3 | – | Hold |
0
| – | -$10.6K | – | 4859 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2877 |
|
|
2025
Q1 | – | Sell |
-7
| Closed | -$790 | – | 4354 |
|
|
2024
Q4 | $790 | Sell |
7
-26
| -79% | -$1.55K | ﹤0.01% | 3324 |
|
|
2024
Q3 | $1.82K | Buy |
+33
| New | +$1.63K | ﹤0.01% | 2932 |
|
|
2023
Q2 | – | Sell |
-1,502
| Closed | -$64K | – | 3457 |
|
|
2023
Q1 | $64K | Sell |
1,502
-49
| -3% | -$3.38K | ﹤0.01% | 1451 |
|
|
2022
Q4 | $71K | Sell |
1,551
-49
| -3% | -$3.04K | ﹤0.01% | 1987 |
|
|
2022
Q3 | $74K | Buy |
1,600
+67
| +4% | +$4.5K | ﹤0.01% | 2069 |
|
|
2022
Q2 | $71K | Hold |
1,533
| – | – | ﹤0.01% | 1913 |
|
|
2022
Q1 | $71K | Sell |
1,533
-131
| -8% | -$10.6K | ﹤0.01% | 1913 |
|
|
2021
Q4 | $172K | Sell |
1,664
-9
| -0.5% | -$1.04K | ﹤0.01% | 1021 |
|
|
2021
Q3 | $195K | Buy |
1,673
+25
| +2% | +$2.87K | ﹤0.01% | 961 |
|
|
2021
Q2 | $183K | Sell |
1,648
-121
| -7% | -$13.2K | ﹤0.01% | 946 |
|
|
2021
Q1 | $195K | Buy |
1,769
+871
| +97% | +$109K | ﹤0.01% | 844 |
|
|
2020
Q4 | $120K | Buy |
898
+811
| +932% | +$90.5K | ﹤0.01% | 1044 |
|
|
2020
Q3 | $8K | Buy |
87
+20
| +30% | +$1.68K | ﹤0.01% | 1973 |
|
|
2020
Q2 | $5K | Sell |
67
-980
| -94% | -$65.4K | ﹤0.01% | 2062 |
|
|
2020
Q1 | $58K | Sell |
1,047
-15
| -1% | -$877 | 0.01% | 1048 |
|
|
2019
Q4 | $56K | Sell |
1,062
-14,499
| -93% | -$724K | ﹤0.01% | 1202 |
|
|
2019
Q3 | $732K | Buy |
+15,561
| New | +$775K | 0.05% | 384 |
|
|
2019
Q1 | – | Sell |
-14,647
| Closed | -$590K | – | 2469 |
|
|
2018
Q4 | $590K | Buy |
14,647
+5,633
| +62% | +$239K | 0.04% | 497 |
|
|
2018
Q3 | $509K | Buy |
+9,014
| New | +$449K | 0.02% | 651 |
|
|
2017
Q4 | – | Sell |
-350
| Closed | -$12K | – | 3819 |
|
|
2017
Q3 | $12K | Hold |
350
| – | – | ﹤0.01% | 2917 |
|
|
2017
Q2 | $13K | Buy |
+350
| New | +$11.6K | ﹤0.01% | 2838 |
|
Other funds holding BL
CCG
VPM
FP
VCM
IC
