U.S. Capital Wealth Advisors’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,869
| Closed | -$234K | – | 676 |
|
|
2023
Q4 | $234K | Buy |
2,869
+895
| +45% | +$73K | 0.01% | 601 |
|
|
2023
Q3 | $214K | Sell |
1,974
-720
| -27% | -$78.2K | 0.01% | 583 |
|
|
2023
Q2 | $315K | Buy |
+2,694
| New | +$315K | 0.01% | 523 |
|
|
2023
Q1 | – | Sell |
-1,519
| Closed | -$166K | – | 733 |
|
|
2022
Q4 | $166K | Sell |
1,519
-630
| -29% | -$68.6K | 0.01% | 647 |
|
|
2022
Q3 | $284K | Sell |
2,149
-55
| -2% | -$7.27K | 0.01% | 529 |
|
|
2022
Q2 | $242K | Buy |
2,204
+420
| +24% | +$46.1K | 0.01% | 587 |
|
|
2022
Q1 | $405K | Buy |
1,784
+49
| +3% | +$11.1K | 0.01% | 548 |
|
|
2021
Q4 | $432K | Buy |
1,735
+127
| +8% | +$31.6K | 0.02% | 541 |
|
|
2021
Q3 | $429K | Buy |
+1,608
| New | +$429K | 0.02% | 535 |
|