Wealthfront 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 |
-3,340
| Closed | -$363K | – | 864 |
|
|
2023
Q3 | $363K | Buy |
3,340
+490
| +17% | +$53.2K | ﹤0.01% | 744 |
|
|
2023
Q2 | $333K | Buy |
+2,850
| New | +$333K | ﹤0.01% | 745 |
|
|
2023
Q1 | – | Sell |
-3,937
| Closed | -$429K | – | 807 |
|
|
2022
Q4 | $429K | Sell |
3,937
-1,888
| -32% | -$206K | ﹤0.01% | 663 |
|
|
2022
Q3 | $771K | Buy |
5,825
+1,724
| +42% | +$228K | ﹤0.01% | 520 |
|
|
2022
Q2 | $451K | Sell |
4,101
-869
| -17% | -$95.6K | ﹤0.01% | 608 |
|
|
2022
Q1 | $1.13M | Sell |
4,970
-3,266
| -40% | -$741K | ﹤0.01% | 506 |
|
|
2021
Q4 | $2.05M | Buy |
8,236
+2,048
| +33% | +$510K | 0.01% | 382 |
|
|
2021
Q3 | $1.65M | Buy |
+6,188
| New | +$1.65M | 0.01% | 382 |
|