IFP Advisors’s Bottomline Technologies Inc EPAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29
| Closed | -$2K | – | 4971 |
|
|
2022
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 4479 |
|
|
2022
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 4257 |
|
|
2022
Q1 | $2K | Sell |
29
-36
| -55% | -$2.48K | ﹤0.01% | 4257 |
|
|
2021
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 2575 |
|
|
2021
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2726 |
|
|
2021
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2789 |
|
|
2021
Q1 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 2587 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4409 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4235 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4025 |
|
|
2020
Q1 | – | Sell |
-55
| Closed | -$3K | – | 3903 |
|
|
2019
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 2419 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3802 |
|
|
2019
Q1 | $1K | Sell |
16
-64
| -80% | -$4K | ﹤0.01% | 2293 |
|
|
2018
Q4 | $4K | Sell |
80
-114
| -59% | -$5.7K | ﹤0.01% | 2936 |
|
|
2018
Q3 | $14K | Sell |
194
-22
| -10% | -$1.59K | ﹤0.01% | 2648 |
|
|
2018
Q2 | $11K | Buy |
216
+99
| +85% | +$5.04K | ﹤0.01% | 2822 |
|
|
2018
Q1 | $4K | Hold |
117
| – | – | ﹤0.01% | 3311 |
|
|
2017
Q4 | $4K | Hold |
117
| – | – | ﹤0.01% | 3310 |
|
|
2017
Q3 | $4K | Hold |
117
| – | – | ﹤0.01% | 3520 |
|
|
2017
Q2 | $3K | Hold |
117
| – | – | ﹤0.01% | 3624 |
|
|
2017
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 3545 |
|
|
2016
Q4 | $3K | Buy |
117
+86
| +277% | +$2.21K | ﹤0.01% | 3537 |
|
|
2016
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 3790 |
|
|
2016
Q2 | $1K | Buy |
31
+15
| +94% | +$484 | ﹤0.01% | 3710 |
|
|
2016
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2293 |
|