Belpointe Asset Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+3,716
| New | +$206K | 0.01% | 875 |
|
|
2023
Q2 | – | Sell |
-2,316
| Closed | -$47.8K | – | 1833 |
|
|
2023
Q1 | $47.8K | Buy |
2,316
+908
| +64% | +$18.7K | ﹤0.01% | 1727 |
|
|
2022
Q4 | $25.5K | Buy |
+1,408
| New | +$25.5K | ﹤0.01% | 2009 |
|
|
2021
Q2 | – | Sell |
-32,600
| Closed | -$595K | – | 1151 |
|
|
2021
Q1 | $595K | Buy |
+32,600
| New | +$595K | 0.05% | 374 |
|
|
2020
Q3 | – | Sell |
-65,976
| Closed | -$689K | – | 800 |
|
|
2020
Q2 | $689K | Buy |
+65,976
| New | +$689K | 0.09% | 232 |
|