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Belpointe Asset Management’s Moelis & Co MC Stock Holding History

Belpointe Asset Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,727
Closed -$66.4K – 2194
2023
Q1 		$66.4K Sell
1,727
-73
-4% -$3.13K ﹤0.01% 1550
2022
Q4 		$69.1K Buy
+1,800
New +$73.1K ﹤0.01% 1445
2022
Q2 		– Sell
-4,389
Closed -$207K – 1211
2022
Q1 		$207K Buy
4,389
+66
+2% +$3.43K 0.01% 891
2021
Q4 		$271K Buy
4,323
+36
+0.8% +$2.41K 0.02% 756
2021
Q3 		$264K Buy
4,287
+817
+24% +$48.9K 0.02% 744
2021
Q2 		$197K Buy
+3,470
New +$188K 0.01% 842

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