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Belpointe Asset Management’s IDEX IEX Stock Holding History

Belpointe Asset Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-962
Closed -$222K – 1862
2023
Q1 		$222K Buy
962
+3
+0.3% +$681 0.01% 882
2022
Q4 		$219K Buy
959
+15
+2% +$3.35K 0.01% 854
2022
Q3 		$188K Buy
944
+16
+2% +$3.23K 0.01% 868
2022
Q2 		$169K Hold
928
– – 0.01% 895
2022
Q1 		$178K Sell
928
-22
-2% -$4.46K 0.01% 960
2021
Q4 		$224K Hold
950
– – 0.01% 849
2021
Q3 		$196K Sell
950
-8
-0.8% -$1.78K 0.01% 865
2021
Q2 		$211K Buy
958
+45
+5% +$9.95K 0.02% 817
2021
Q1 		$191K Buy
913
+2
+0.2% +$397 0.02% 768
2020
Q4 		$181K Hold
911
– – 0.02% 730
2020
Q3 		$166K Buy
911
+1
+0.1% +$173 0.02% 608
2020
Q2 		$144K Buy
910
+17
+2% +$2.6K 0.02% 625
2020
Q1 		$123K Sell
893
-36
-4% -$5.65K 0.02% 556
2019
Q4 		$160K Hold
929
– – 0.02% 612
2019
Q3 		$152K Sell
929
-7
-0.7% -$1.16K 0.02% 555
2019
Q2 		$161K Buy
936
+7
+0.8% +$1.1K 0.03% 468
2019
Q1 		$141K Buy
929
+59
+7% +$8.34K 0.03% 372
2018
Q4 		$110K Hold
870
– – 0.03% 465
2018
Q3 		$131K Buy
+870
New +$130K 0.02% 567

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