Belpointe Asset Management’s Designer Brands DBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,163
| Closed | -$27.6K | – | 1202 |
|
|
2023
Q1 | $27.6K | Hold |
3,163
| – | – | ﹤0.01% | 2112 |
|
|
2022
Q4 | $30.9K | Buy |
+3,163
| New | +$30.9K | ﹤0.01% | 1889 |
|
|
2021
Q2 | – | Sell |
-8,018
| Closed | -$140K | – | 1137 |
|
|
2021
Q1 | $140K | Sell |
8,018
-23,587
| -75% | -$412K | 0.01% | 879 |
|
|
2020
Q4 | $242K | Sell |
31,605
-4,650
| -13% | -$35.6K | 0.02% | 635 |
|
|
2020
Q3 | $197K | Sell |
36,255
-1,583
| -4% | -$8.6K | 0.02% | 555 |
|
|
2020
Q2 | $256K | Buy |
+37,838
| New | +$256K | 0.03% | 455 |
|
|
2020
Q1 | – | Sell |
-19,228
| Closed | -$303K | – | 657 |
|
|
2019
Q4 | $303K | Buy |
19,228
+6,088
| +46% | +$95.9K | 0.04% | 442 |
|
|
2019
Q3 | $225K | Buy |
13,140
+3,413
| +35% | +$58.4K | 0.04% | 442 |
|
|
2019
Q2 | $186K | Sell |
9,727
-5,561
| -36% | -$106K | 0.04% | 430 |
|
|
2019
Q1 | $340K | Buy |
15,288
+9,037
| +145% | +$201K | 0.07% | 223 |
|
|
2018
Q4 | $154K | Sell |
6,251
-605
| -9% | -$14.9K | 0.04% | 389 |
|
|
2018
Q3 | $232K | Sell |
6,856
-5,586
| -45% | -$189K | 0.04% | 420 |
|
|
2018
Q2 | $321K | Sell |
12,442
-4,800
| -28% | -$124K | 0.09% | 245 |
|
|
2018
Q1 | $387K | Sell |
17,242
-2,851
| -14% | -$64K | 0.11% | 203 |
|
|
2017
Q4 | $430K | Buy |
20,093
+400
| +2% | +$8.56K | 0.09% | 266 |
|
|
2017
Q3 | $423K | Buy |
+19,693
| New | +$423K | 0.1% | 235 |
|