Kestra Advisory Services’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,161
| Closed | -$339K | – | 2459 |
|
|
2023
Q4 | $339K | Buy |
4,161
+490
| +13% | +$40K | ﹤0.01% | 1765 |
|
|
2023
Q3 | $399K | Sell |
3,671
-242
| -6% | -$26.3K | ﹤0.01% | 1491 |
|
|
2023
Q2 | $457K | Buy |
3,913
+418
| +12% | +$48.8K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $284K | Sell |
3,495
-4,072
| -54% | -$330K | ﹤0.01% | 1602 |
|
|
2022
Q4 | $825K | Buy |
7,567
+3,624
| +92% | +$395K | 0.01% | 1146 |
|
|
2022
Q3 | $522K | Sell |
3,943
-863
| -18% | -$114K | 0.01% | 1290 |
|
|
2022
Q2 | $528K | Buy |
+4,806
| New | +$528K | 0.01% | 1301 |
|
|
2021
Q4 | – | Sell |
-1,640
| Closed | -$438K | – | 2023 |
|
|
2021
Q3 | $438K | Buy |
+1,640
| New | +$438K | ﹤0.01% | 1456 |
|