Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$10.9K | – | 737 |
|
|
2022
Q4 | $10.9K | Hold |
100
| – | – | 0.01% | 562 |
|
|
2022
Q3 | $13K | Hold |
100
| – | – | 0.01% | 553 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | 0.01% | 589 |
|
|
2022
Q1 | $23K | Hold |
100
| – | – | 0.01% | 546 |
|
|
2021
Q4 | $25K | Hold |
100
| – | – | 0.01% | 563 |
|
|
2021
Q3 | $27K | Hold |
100
| – | – | 0.01% | 551 |
|
|
2021
Q2 | $18K | Hold |
100
| – | – | 0.01% | 667 |
|
|
2021
Q1 | $15K | Sell |
100
-34
| -25% | -$5.1K | ﹤0.01% | 705 |
|
|
2020
Q4 | $18K | Hold |
134
| – | – | 0.01% | 634 |
|
|
2020
Q3 | $13K | Hold |
134
| – | – | ﹤0.01% | 657 |
|
|
2020
Q2 | $12K | Hold |
134
| – | – | ﹤0.01% | 668 |
|
|
2020
Q1 | $5K | Hold |
134
| – | – | ﹤0.01% | 746 |
|
|
2019
Q4 | $5K | Buy |
+134
| New | +$5K | ﹤0.01% | 841 |
|