Venturi Wealth Management’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-121
| Closed | -$7.35K | – | 717 |
|
|
2024
Q4 | $7.35K | Hold |
121
| – | – | ﹤0.01% | 1527 |
|
|
2024
Q3 | $6.67K | Sell |
121
-32
| -21% | -$1.76K | ﹤0.01% | 1311 |
|
|
2024
Q2 | $7.41K | Hold |
153
| – | – | ﹤0.01% | 1157 |
|
|
2024
Q1 | $9.88K | Hold |
153
| – | – | ﹤0.01% | 937 |
|
|
2023
Q4 | $9.55K | Hold |
153
| – | – | ﹤0.01% | 883 |
|
|
2023
Q3 | $8.49K | Hold |
153
| – | – | ﹤0.01% | 838 |
|
|
2023
Q2 | $8.24K | Hold |
153
| – | – | ﹤0.01% | 682 |
|
|
2023
Q1 | $10.3K | Buy |
+153
| New | +$10.3K | ﹤0.01% | 710 |
|
|
2021
Q2 | – | Sell |
-1,870
| Closed | -$203K | – | 317 |
|
|
2021
Q1 | $203K | Buy |
1,870
+35
| +2% | +$3.8K | 0.02% | 294 |
|
|
2020
Q4 | $245K | Sell |
1,835
-500
| -21% | -$66.8K | 0.03% | 271 |
|
|
2020
Q3 | $209K | Buy |
+2,335
| New | +$209K | 0.02% | 267 |
|