Wealth Management Associates’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,138
| Closed | -$221K | – | 190 |
|
2021
Q4 | $221K | Sell |
2,138
-135
| -6% | -$14K | 0.12% | 180 |
|
2021
Q3 | $268K | Sell |
2,273
-173
| -7% | -$20.4K | 0.16% | 149 |
|
2021
Q2 | $272K | Sell |
2,446
-75
| -3% | -$8.35K | 0.15% | 154 |
|
2021
Q1 | $273K | Sell |
2,521
-527
| -17% | -$57.1K | 0.17% | 139 |
|
2020
Q4 | $407K | Buy |
3,048
+20
| +0.7% | +$2.67K | 0.27% | 93 |
|
2020
Q3 | $271K | Buy |
+3,028
| New | +$271K | 0.21% | 121 |
|