Belpointe Asset Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,736
| Closed | -$35.1K | – | 1768 |
|
2023
Q1 | $35.1K | Buy |
1,736
+9
| +0.5% | +$182 | ﹤0.01% | 1938 |
|
2022
Q4 | $33.8K | Buy |
+1,727
| New | +$33.8K | ﹤0.01% | 1841 |
|
2022
Q3 | – | Sell |
-4,910
| Closed | -$101K | – | 1201 |
|
2022
Q2 | $101K | Sell |
4,910
-3,192
| -39% | -$65.7K | 0.01% | 1115 |
|
2022
Q1 | $195K | Sell |
8,102
-3,947
| -33% | -$95K | 0.01% | 923 |
|
2021
Q4 | $313K | Buy |
12,049
+1,532
| +15% | +$39.8K | 0.02% | 687 |
|
2021
Q3 | $263K | Buy |
+10,517
| New | +$263K | 0.02% | 746 |
|