Valmark Advisers’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,749
| Closed | -$1.06M | – | 496 |
|
|
2023
Q3 | $1.06M | Buy |
9,749
+578
| +6% | +$62.8K | 0.02% | 215 |
|
|
2023
Q2 | $1.07M | Buy |
9,171
+4,959
| +118% | +$579K | 0.02% | 219 |
|
|
2023
Q1 | $342K | Buy |
4,212
+1,516
| +56% | +$123K | 0.01% | 366 |
|
|
2022
Q4 | $294K | Buy |
+2,696
| New | +$294K | 0.01% | 370 |
|