Belpointe Asset Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,200
| Closed | -$124K | – | 3935 |
|
2022
Q4 | $124K | Hold |
3,200
| – | – | 0.01% | 1125 |
|
2022
Q3 | $124K | Sell |
3,200
-12,500
| -80% | -$484K | 0.01% | 1047 |
|
2022
Q2 | $372K | Buy |
15,700
+750
| +5% | +$17.8K | 0.02% | 604 |
|
2022
Q1 | $405K | Hold |
14,950
| – | – | 0.02% | 610 |
|
2021
Q4 | $540K | Buy |
14,950
+4,050
| +37% | +$146K | 0.03% | 493 |
|
2021
Q3 | $374K | Buy |
10,900
+2,450
| +29% | +$84.1K | 0.03% | 607 |
|
2021
Q2 | $347K | Buy |
+8,450
| New | +$347K | 0.03% | 619 |
|