Belpointe Asset Management’s Independence Holding Company IHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-19,803
Closed -$917K 1272
2021
Q2
$917K Buy
19,803
+12,503
+171% +$579K 0.07% 318
2021
Q1
$291K Buy
7,300
+1,500
+26% +$59.8K 0.02% 614
2020
Q4
$238K Buy
+5,800
New +$238K 0.02% 642