WFA
BILL icon

WMG Financial Advisors’s BILL Holdings BILL Stock Holding History

WMG Financial Advisors’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,200
Closed -$290K – 138
2022
Q3 		$290K Hold
2,200
– – 0.26% 81
2022
Q2 		$242K Hold
2,200
– – 0.21% 111
2022
Q1 		$500K Hold
2,200
– – 0.37% 69
2021
Q4 		$550K Buy
+2,200
New +$550K 0.43% 62