Belpointe Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,016
| Closed | -$189K | – | 3482 |
|
|
2023
Q1 | $189K | Buy |
6,016
+406
| +7% | +$12.7K | 0.01% | 970 |
|
|
2022
Q4 | $143K | Buy |
5,610
+1,138
| +25% | +$29.1K | 0.01% | 1046 |
|
|
2022
Q3 | $107K | Buy |
+4,472
| New | +$107K | 0.01% | 1128 |
|
|
2022
Q1 | – | Sell |
-2,932
| Closed | -$122K | – | 1322 |
|
|
2021
Q4 | $122K | Buy |
2,932
+7
| +0.2% | +$291 | 0.01% | 1111 |
|
|
2021
Q3 | $124K | Hold |
2,925
| – | – | 0.01% | 1064 |
|
|
2021
Q2 | $132K | Buy |
+2,925
| New | +$132K | 0.01% | 1005 |
|