JFS 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
Q2 | – | Sell |
-8
| Closed | -$388 | – | 1883 |
|
|
2025
Q1 | $388 | Hold |
8
| – | – | ﹤0.01% | 1797 |
|
|
2024
Q4 | $487 | Hold |
8
| – | – | ﹤0.01% | 1783 |
|
|
2024
Q3 | $442 | Buy |
8
+7
| +700% | +$387 | ﹤0.01% | 1813 |
|
|
2024
Q2 | $49 | Hold |
1
| – | – | ﹤0.01% | 1958 |
|
|
2024
Q1 | $65 | Buy |
+1
| New | +$65 | ﹤0.01% | 1969 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | -$2K | – | 1747 |
|
|
2022
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1378 |
|