Belpointe Asset Management’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,855
| Closed | -$792K | – | 979 |
|
|
2024
Q4 | $792K | Buy |
7,855
+1,742
| +28% | +$176K | 0.05% | 384 |
|
|
2024
Q3 | $606K | Buy |
6,113
+3,948
| +182% | +$391K | 0.04% | 454 |
|
|
2024
Q2 | $209K | Buy |
+2,165
| New | +$209K | 0.01% | 714 |
|
|
2023
Q2 | – | Sell |
-250
| Closed | -$17.5K | – | 1923 |
|
|
2023
Q1 | $17.5K | Hold |
250
| – | – | ﹤0.01% | 2383 |
|
|
2022
Q4 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 2337 |
|