Belpointe Asset Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1
Closed -$203 2267
2023
Q1
$203 Hold
1
﹤0.01% 3677
2022
Q4
$217 Buy
+1
New +$217 ﹤0.01% 3628