YorkBridge Wealth Partners’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $303K | Sell |
4,511
-632
| -12% | -$42.5K | 0.08% | 189 |
|
|
2022
Q3 | $308K | Buy |
5,143
+993
| +24% | +$59.5K | 0.08% | 190 |
|
|
2022
Q2 | $276K | Buy |
4,150
+3
| +0.1% | +$200 | 0.07% | 210 |
|
|
2022
Q1 | $304K | Buy |
4,147
+1,666
| +67% | +$122K | 0.07% | 237 |
|
|
2021
Q4 | $257K | Buy |
2,481
+627
| +34% | +$64.9K | 0.06% | 250 |
|
|
2021
Q3 | $219K | Buy |
+1,854
| New | +$219K | 0.06% | 247 |
|