BAM
INFO

Belpointe Asset Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Belpointe Asset Management’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,507
Closed -$200K – 1334
2021
Q4 		$200K Buy
1,507
+7
+0.5% +$891 0.01% 896
2021
Q3 		$175K Sell
1,500
-135
-8% -$15.9K 0.01% 909
2021
Q2 		$184K Buy
1,635
+100
+7% +$10.6K 0.01% 862
2021
Q1 		$148K Sell
1,535
-150
-9% -$13.7K 0.01% 859
2020
Q4 		$151K Buy
1,685
+249
+17% +$21.6K 0.01% 802
2020
Q3 		$113K Sell
1,436
-14
-1% -$1.11K 0.01% 735
2020
Q2 		$110K Buy
+1,450
New +$98.7K 0.01% 697
2020
Q1 		– Sell
-1,559
Closed -$118K – 825
2019
Q4 		$118K Buy
+1,559
New +$111K 0.02% 722

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