Jackson Grant Investment Advisers’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$75K | – | 353 |
|
|
2021
Q4 | $75K | Hold |
300
| – | – | 0.04% | 141 |
|
|
2021
Q3 | $80K | Hold |
300
| – | – | 0.04% | 166 |
|
|
2021
Q2 | $55K | Hold |
300
| – | – | 0.02% | 196 |
|
|
2021
Q1 | $44K | Hold |
300
| – | – | 0.02% | 208 |
|
|
2020
Q4 | $41K | Buy |
+300
| New | +$41K | 0.02% | 202 |
|