Wealth Alliance’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,786
| Closed | -$236K | – | 520 |
|
2023
Q4 | $236K | Sell |
3,786
-84
| -2% | -$5.24K | 0.03% | 445 |
|
2023
Q3 | $215K | Buy |
+3,870
| New | +$215K | 0.03% | 446 |
|
2023
Q2 | – | Sell |
-3,134
| Closed | -$210K | – | 513 |
|
2023
Q1 | $210K | Sell |
3,134
-217
| -6% | -$14.6K | 0.03% | 468 |
|
2022
Q4 | $225K | Buy |
+3,351
| New | +$225K | 0.04% | 436 |
|
2022
Q1 | – | Sell |
-2,132
| Closed | -$221K | – | 445 |
|
2021
Q4 | $221K | Buy |
2,132
+234
| +12% | +$24.3K | 0.04% | 402 |
|
2021
Q3 | $224K | Buy |
+1,898
| New | +$224K | 0.05% | 378 |
|
2021
Q1 | – | Sell |
-1,586
| Closed | -$212K | – | 389 |
|
2020
Q4 | $212K | Buy |
+1,586
| New | +$212K | 0.06% | 357 |
|