Valeo Financial Advisors’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-58
| Closed | -$6K | – | 609 |
|
|
2021
Q1 | $6K | Sell |
58
-54
| -48% | -$5.59K | ﹤0.01% | 1410 |
|
|
2020
Q4 | $15K | Hold |
112
| – | – | ﹤0.01% | 1073 |
|
|
2020
Q3 | $10K | Sell |
112
-28
| -20% | -$2.5K | ﹤0.01% | 1033 |
|
|
2020
Q2 | $12K | Hold |
140
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q3 | $7K | Buy |
140
+4
| +3% | +$200 | ﹤0.01% | 1092 |
|
|
2019
Q2 | $7K | Hold |
136
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q1 | $6K | Buy |
136
+28
| +26% | +$1.24K | ﹤0.01% | 1077 |
|
|
2018
Q4 | $4K | Buy |
108
+38
| +54% | +$1.41K | ﹤0.01% | 1116 |
|
|
2018
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 1315 |
|