Montag & Associates’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 |
-200
| Closed | -$16.3K | – | 971 |
|
|
2023
Q4 | $16.3K | Hold |
200
| – | – | ﹤0.01% | 712 |
|
|
2023
Q3 | $21.7K | Buy |
200
+66
| +49% | +$7.17K | ﹤0.01% | 660 |
|
|
2023
Q2 | $15.7K | Hold |
134
| – | – | ﹤0.01% | 691 |
|
|
2023
Q1 | $10.9K | Buy |
134
+47
| +54% | +$3.81K | ﹤0.01% | 727 |
|
|
2022
Q4 | $9.48K | Sell |
87
-78
| -47% | -$8.5K | ﹤0.01% | 737 |
|
|
2022
Q3 | $22K | Buy |
+165
| New | +$22K | ﹤0.01% | 652 |
|