Belpointe Asset Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-508
| Closed | -$28.7K | – | 1888 |
|
|
2023
Q1 | $28.7K | Hold |
508
| – | – | ﹤0.01% | 2090 |
|
|
2022
Q4 | $26.7K | Buy |
+508
| New | +$26.7K | ﹤0.01% | 1986 |
|
|
2021
Q2 | – | Sell |
-2,808
| Closed | -$157K | – | 1153 |
|
|
2021
Q1 | $157K | Hold |
2,808
| – | – | 0.01% | 833 |
|
|
2020
Q4 | $152K | Buy |
+2,808
| New | +$152K | 0.01% | 795 |
|