Lee Financial’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 |
-21
| Closed | -$1.71K | – | 230 |
|
|
2023
Q4 | $1.71K | Buy |
+21
| New | +$1.71K | ﹤0.01% | 766 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$763 | – | 812 |
|
|
2022
Q4 | $763 | Sell |
7
-10
| -59% | -$1.09K | ﹤0.01% | 785 |
|
|
2022
Q3 | $2K | Buy |
17
+8
| +89% | +$941 | ﹤0.01% | 649 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 766 |
|
|
2022
Q1 | $2K | Sell |
9
-1
| -10% | -$222 | ﹤0.01% | 619 |
|
|
2021
Q4 | $2K | Buy |
10
+1
| +11% | +$200 | ﹤0.01% | 712 |
|
|
2021
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 593 |
|
|
2021
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 548 |
|