Bel Air Investment Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$34.4M Buy
102,363
+2,141
+2% +$719K 1.05% 30
2021
Q1
$30.9M Buy
+100,222
New +$30.9M 0.97% 32