Raymond James Financial Services 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
Q4 | – | Sell |
-1,927
| Closed | -$209K | – | 3298 |
|
|
2023
Q3 | $209K | Buy |
1,927
+193
| +11% | +$21K | ﹤0.01% | 2901 |
|
|
2023
Q2 | $203K | Buy |
+1,734
| New | +$203K | ﹤0.01% | 2920 |
|
|
2022
Q4 | – | Sell |
-1,932
| Closed | -$256K | – | 3216 |
|
|
2022
Q3 | $256K | Sell |
1,932
-141
| -7% | -$18.7K | ﹤0.01% | 2667 |
|
|
2022
Q2 | $228K | Sell |
2,073
-498
| -19% | -$54.8K | ﹤0.01% | 2784 |
|
|
2022
Q1 | $583K | Sell |
2,571
-110
| -4% | -$24.9K | ﹤0.01% | 2293 |
|
|
2021
Q4 | $668K | Sell |
2,681
-2,063
| -43% | -$514K | ﹤0.01% | 2200 |
|
|
2021
Q3 | $1.27M | Buy |
4,744
+2,734
| +136% | +$730K | ﹤0.01% | 1796 |
|
|
2021
Q2 | $368K | Sell |
2,010
-14
| -0.7% | -$2.56K | ﹤0.01% | 2578 |
|
|
2021
Q1 | $294K | Sell |
2,024
-423
| -17% | -$61.4K | ﹤0.01% | 2636 |
|
|
2020
Q4 | $334K | Sell |
2,447
-403
| -14% | -$55K | ﹤0.01% | 2398 |
|
|
2020
Q3 | $286K | Buy |
2,850
+250
| +10% | +$25.1K | ﹤0.01% | 2300 |
|
|
2020
Q2 | $235K | Buy |
+2,600
| New | +$235K | ﹤0.01% | 2380 |
|