Wealthspire Advisors (Maryland)’s Bottomline Technologies Inc EPAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,479
| Closed | -$74K | – | 2342 |
|
|
2019
Q1 | $74K | Buy |
1,479
+560
| +61% | +$28K | 0.01% | 752 |
|
|
2018
Q4 | $44K | Buy |
919
+199
| +28% | +$9.53K | ﹤0.01% | 920 |
|
|
2018
Q3 | $52K | Sell |
720
-153
| -18% | -$11.1K | ﹤0.01% | 956 |
|
|
2018
Q2 | $44K | Sell |
873
-203
| -19% | -$10.2K | ﹤0.01% | 1024 |
|
|
2018
Q1 | $42K | Sell |
1,076
-6
| -0.6% | -$234 | ﹤0.01% | 1056 |
|
|
2017
Q4 | $38K | Sell |
1,082
-125
| -10% | -$4.39K | ﹤0.01% | 1119 |
|
|
2017
Q3 | $38K | Sell |
1,207
-121
| -9% | -$3.81K | ﹤0.01% | 1074 |
|
|
2017
Q2 | $34K | Buy |
1,328
+160
| +14% | +$4.1K | ﹤0.01% | 1086 |
|
|
2017
Q1 | $28K | Hold |
1,168
| – | – | ﹤0.01% | 974 |
|
|
2016
Q4 | $29K | Sell |
1,168
-345
| -23% | -$8.57K | ﹤0.01% | 923 |
|
|
2016
Q3 | $35K | Hold |
1,513
| – | – | 0.01% | 885 |
|
|
2016
Q2 | $33K | Buy |
1,513
+745
| +97% | +$16.2K | 0.01% | 833 |
|
|
2016
Q1 | $23K | Hold |
768
| – | – | ﹤0.01% | 935 |
|
|
2015
Q4 | $23K | Buy |
+768
| New | +$23K | ﹤0.01% | 928 |
|