Independent Advisor Alliance’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,296
| Closed | -$220K | – | 626 |
|
2022
Q2 | $220K | Sell |
3,296
-178
| -5% | -$11.9K | 0.01% | 552 |
|
2022
Q1 | $254K | Sell |
3,474
-356
| -9% | -$26K | 0.01% | 544 |
|
2021
Q4 | $397K | Sell |
3,830
-172
| -4% | -$17.8K | 0.02% | 447 |
|
2021
Q3 | $473K | Sell |
4,002
-432
| -10% | -$51.1K | 0.03% | 398 |
|
2021
Q2 | $493K | Sell |
4,434
-54
| -1% | -$6K | 0.03% | 395 |
|
2021
Q1 | $486K | Sell |
4,488
-56
| -1% | -$6.06K | 0.03% | 383 |
|
2020
Q4 | $606K | Buy |
4,544
+185
| +4% | +$24.7K | 0.04% | 311 |
|
2020
Q3 | $391K | Buy |
+4,359
| New | +$391K | 0.03% | 340 |
|