Belpointe Asset Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-519
| Closed | -$13.9K | – | 927 |
|
2023
Q1 | $13.9K | Sell |
519
-2
| -0.4% | -$54 | ﹤0.01% | 2529 |
|
2022
Q4 | $16.2K | Buy |
+521
| New | +$16.2K | ﹤0.01% | 2331 |
|
2019
Q2 | – | Sell |
-5,400
| Closed | -$104K | – | 615 |
|
2019
Q1 | $104K | Buy |
+5,400
| New | +$104K | 0.02% | 440 |
|
2018
Q4 | – | Sell |
-5,500
| Closed | -$132K | – | 507 |
|
2018
Q3 | $132K | Buy |
+5,500
| New | +$132K | 0.02% | 563 |
|