Valeo Financial 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
Q2 | – | Sell |
-5,000
| Closed | -$307K | – | 661 |
|
|
2024
Q1 | $307K | Buy |
5,000
+750
| +18% | +$46.1K | 0.01% | 495 |
|
|
2023
Q4 | $347K | Buy |
4,250
+1,950
| +85% | +$159K | 0.01% | 450 |
|
|
2023
Q3 | $250K | Hold |
2,300
| – | – | 0.01% | 507 |
|
|
2023
Q2 | $269K | Buy |
+2,300
| New | +$269K | 0.01% | 457 |
|
|
2023
Q1 | – | Sell |
-2,480
| Closed | -$270K | – | 619 |
|
|
2022
Q4 | $270K | Buy |
2,480
+168
| +7% | +$18.3K | 0.01% | 415 |
|
|
2022
Q3 | $306K | Buy |
2,312
+12
| +0.5% | +$1.59K | 0.02% | 331 |
|
|
2022
Q2 | $253K | Buy |
2,300
+217
| +10% | +$23.9K | 0.02% | 385 |
|
|
2022
Q1 | $472K | Buy |
2,083
+83
| +4% | +$18.8K | 0.02% | 319 |
|
|
2021
Q4 | $498K | Hold |
2,000
| – | – | 0.03% | 299 |
|
|
2021
Q3 | $534K | Buy |
+2,000
| New | +$534K | 0.03% | 270 |
|
|
2021
Q2 | – | Sell |
-550
| Closed | -$80K | – | 600 |
|
|
2021
Q1 | $80K | Sell |
550
-550
| -50% | -$80K | ﹤0.01% | 668 |
|
|
2020
Q4 | $150K | Sell |
1,100
-400
| -27% | -$54.5K | 0.01% | 462 |
|
|
2020
Q3 | $150K | Sell |
1,500
-3,075
| -67% | -$308K | 0.01% | 370 |
|
|
2020
Q2 | $413K | Buy |
4,575
+2,575
| +129% | +$232K | 0.04% | 203 |
|
|
2020
Q1 | $86K | Buy |
2,000
+1,000
| +100% | +$43K | 0.01% | 451 |
|
|
2019
Q4 | $38K | Buy |
+1,000
| New | +$38K | ﹤0.01% | 732 |
|