Mount Yale Investment Advisors’s BILL Holdings BILL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-930
Closed -$211K 456
2022
Q1
$211K Sell
930
-281
-23% -$63.8K 0.02% 441
2021
Q4
$302K Sell
1,211
-279
-19% -$69.6K 0.03% 368
2021
Q3
$398K Buy
+1,490
New +$398K 0.05% 315