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