Wallace Advisory Group’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	-2,184	Closed	-$237K	–	175
2023 Q4	$237K	Sell	2,184 -112	-5%	-$12.2K	0.19%	135
2023 Q3	$268K	Buy	+2,296	New	+$268K	0.19%	128
2023 Q1	–	Sell	-2,359	Closed	-$257K	–	178
2022 Q4	$257K	Buy	+2,359	New	+$257K	0.2%	120