Portside Wealth Group’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,145
| Closed | -$395K | – | 384 |
|
|
2024
Q2 | $395K | Sell |
8,145
-361
| -4% | -$17.5K | 0.08% | 239 |
|
|
2024
Q1 | $549K | Buy |
8,506
+415
| +5% | +$26.8K | 0.1% | 203 |
|
|
2023
Q4 | $505K | Buy |
8,091
+359
| +5% | +$22.4K | 0.09% | 212 |
|
|
2023
Q3 | $428K | Sell |
7,732
-193
| -2% | -$10.7K | 0.08% | 212 |
|
|
2023
Q2 | $427K | Buy |
+7,925
| New | +$427K | 0.08% | 212 |
|