Perigon Wealth Management’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,639
| Closed | -$244K | – | 784 |
|
|
2023
Q1 | $244K | Sell |
3,639
-138
| -4% | -$9.27K | 0.01% | 611 |
|
|
2022
Q4 | $254K | Buy |
3,777
+134
| +4% | +$9.01K | 0.02% | 586 |
|
|
2022
Q3 | $218K | Buy |
3,643
+56
| +2% | +$3.35K | 0.02% | 516 |
|
|
2022
Q2 | $239K | Buy |
+3,587
| New | +$239K | 0.02% | 491 |
|