SkyOak Wealth’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 |
-3,398
| Closed | -$228K | – | 248 |
|
|
2023
Q1 | $228K | Sell |
3,398
-539
| -14% | -$36.2K | 0.07% | 207 |
|
|
2022
Q4 | $265K | Sell |
3,937
-249
| -6% | -$16.8K | 0.09% | 171 |
|
|
2022
Q3 | $251K | Hold |
4,186
| – | – | 0.09% | 173 |
|
|
2022
Q2 | $279K | Sell |
4,186
-547
| -12% | -$36.5K | 0.1% | 164 |
|
|
2022
Q1 | $347K | Sell |
4,733
-2,915
| -38% | -$214K | 0.1% | 158 |
|
|
2021
Q4 | $792K | Sell |
7,648
-68
| -0.9% | -$7.04K | 0.2% | 102 |
|
|
2021
Q3 | $911K | Hold |
7,716
| – | – | 0.25% | 87 |
|
|
2021
Q2 | $859K | Sell |
7,716
-256
| -3% | -$28.5K | 0.23% | 94 |
|
|
2021
Q1 | $960K | Sell |
7,972
-43
| -0.5% | -$5.18K | 0.27% | 83 |
|
|
2020
Q4 | $1.07M | Sell |
8,015
-15,040
| -65% | -$2.01M | 0.33% | 80 |
|
|
2020
Q3 | $2.07M | Buy |
23,055
+10,308
| +81% | +$924K | 0.74% | 40 |
|
|
2020
Q2 | $1.06M | Buy |
12,747
+6,938
| +119% | +$575K | 0.39% | 64 |
|
|
2020
Q1 | $306K | Sell |
5,809
-1,687
| -23% | -$88.9K | 0.16% | 151 |
|
|
2019
Q4 | $386K | Buy |
+7,496
| New | +$386K | 0.12% | 201 |
|