SkyOak Wealth’s BlackLine BL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$228K Sell
2022
Q4
$265K Sell
2022
Q3
$251K Hold
2022
Q2
$279K Sell
2022
Q1
$347K Sell
2021
Q4
$792K Sell
2021
Q3
$911K Hold
2021
Q2
$859K Sell
2021
Q1
$960K Sell
2020
Q4
$1.07M Sell
2020
Q3
$2.07M Buy
2020
Q2
$1.06M Buy
2020
Q1
$306K Sell
2019
Q4
$386K Buy