OneDigital Investment Advisors’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,503
| Closed | -$281K | – | 1096 |
|
|
2023
Q4 | $281K | Buy |
+4,503
| New | +$281K | ﹤0.01% | 936 |
|
|
2023
Q2 | – | Sell |
-3,191
| Closed | -$214K | – | 1015 |
|
|
2023
Q1 | $214K | Hold |
3,191
| – | – | 0.01% | 892 |
|
|
2022
Q4 | $215K | Buy |
+3,191
| New | +$215K | 0.01% | 755 |
|
|
2022
Q3 | – | Sell |
-3,383
| Closed | -$225K | – | 761 |
|
|
2022
Q2 | $225K | Buy |
+3,383
| New | +$225K | 0.01% | 623 |
|