BAM
Belpointe Asset Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-132
| Closed | -$9.34K | – | 2721 |
|
|
2023
Q1 | $9.34K | Hold |
132
| – | – | ﹤0.01% | 2755 |
|
|
2022
Q4 | $9.45K | Buy |
+132
| New | +$9.45K | ﹤0.01% | 2645 |
|
|
2019
Q4 | – | Sell |
-3,742
| Closed | -$217K | – | 807 |
|
|
2019
Q3 | $217K | Buy |
3,742
+364
| +11% | +$21.1K | 0.04% | 452 |
|
|
2019
Q2 | $197K | Buy |
+3,378
| New | +$197K | 0.04% | 417 |
|
|
2019
Q1 | – | Sell |
-2,412
| Closed | -$125K | – | 533 |
|
|
2018
Q4 | $125K | Buy |
+2,412
| New | +$125K | 0.03% | 439 |
|