Belpointe Asset Management’s Haverty Furniture Companies HVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,527
| Closed | -$480K | – | 972 |
|
|
2024
Q4 | $480K | Sell |
17,527
-2,405
| -12% | -$65.9K | 0.03% | 521 |
|
|
2024
Q3 | $548K | Buy |
19,932
+4,474
| +29% | +$123K | 0.03% | 481 |
|
|
2024
Q2 | $391K | Buy |
15,458
+652
| +4% | +$16.5K | 0.03% | 512 |
|
|
2024
Q1 | $505K | Buy |
14,806
+280
| +2% | +$9.55K | 0.04% | 433 |
|
|
2023
Q4 | $516K | Buy |
14,526
+77
| +0.5% | +$2.73K | 0.05% | 359 |
|
|
2023
Q3 | $416K | Buy |
+14,449
| New | +$416K | 0.04% | 381 |
|
|
2023
Q2 | – | Sell |
-16,990
| Closed | -$542K | – | 1803 |
|
|
2023
Q1 | $542K | Buy |
16,990
+1,062
| +7% | +$33.9K | 0.03% | 531 |
|
|
2022
Q4 | $476K | Buy |
15,928
+648
| +4% | +$19.4K | 0.03% | 559 |
|
|
2022
Q3 | $380K | Buy |
15,280
+1,217
| +9% | +$30.3K | 0.03% | 606 |
|
|
2022
Q2 | $326K | Buy |
14,063
+3,129
| +29% | +$72.5K | 0.02% | 643 |
|
|
2022
Q1 | $300K | Buy |
+10,934
| New | +$300K | 0.02% | 723 |
|