Belpointe Asset Management’s ArrowMark Financial BANX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9,382
| Closed | -$169K | – | 821 |
|
2023
Q1 | $169K | Sell |
9,382
-244
| -3% | -$4.39K | 0.01% | 1016 |
|
2022
Q4 | $164K | Hold |
9,626
| – | – | 0.01% | 977 |
|
2022
Q3 | $166K | Hold |
9,626
| – | – | 0.01% | 915 |
|
2022
Q2 | $185K | Hold |
9,626
| – | – | 0.01% | 855 |
|
2022
Q1 | $207K | Sell |
9,626
-2,000
| -17% | -$43K | 0.01% | 889 |
|
2021
Q4 | $255K | Buy |
11,626
+2,723
| +31% | +$59.7K | 0.02% | 791 |
|
2021
Q3 | $197K | Buy |
8,903
+1,783
| +25% | +$39.5K | 0.01% | 858 |
|
2021
Q2 | $156K | Buy |
+7,120
| New | +$156K | 0.01% | 934 |
|
2020
Q2 | – | Sell |
-6,200
| Closed | -$101K | – | 736 |
|
2020
Q1 | $101K | Sell |
6,200
-1,149
| -16% | -$18.7K | 0.02% | 613 |
|
2019
Q4 | $163K | Sell |
7,349
-823
| -10% | -$18.3K | 0.02% | 605 |
|
2019
Q3 | $182K | Buy |
+8,172
| New | +$182K | 0.03% | 491 |
|