WealthSource Partners’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,200	Closed	-$586K	–	509
2021 Q2	$586K	Hold	3,200	–	–	0.05%	246
2021 Q1	$466K	Buy	3,200 +500	+19%	+$72.8K	0.05%	253
2020 Q4	$369K	Buy	+2,700	New	+$369K	0.04%	253