Belpointe Asset Management’s Inspire Tactical Balanced ETF RISN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,567
| Closed | -$313K | – | 940 |
|
|
2024
Q3 | $313K | Buy |
+11,567
| New | +$313K | 0.02% | 653 |
|
|
2023
Q3 | – | Sell |
-8,491
| Closed | -$202K | – | 706 |
|
|
2023
Q2 | $202K | Buy |
8,491
+320
| +4% | +$7.62K | 0.02% | 571 |
|
|
2023
Q1 | $185K | Buy |
8,171
+20
| +0.2% | +$453 | 0.01% | 976 |
|
|
2022
Q4 | $188K | Buy |
+8,151
| New | +$188K | 0.01% | 930 |
|
|
2022
Q2 | – | Sell |
-5,729
| Closed | -$146K | – | 1240 |
|
|
2022
Q1 | $146K | Sell |
5,729
-4,753
| -45% | -$121K | 0.01% | 1057 |
|
|
2021
Q4 | $299K | Sell |
10,482
-86
| -0.8% | -$2.45K | 0.02% | 715 |
|
|
2021
Q3 | $306K | Buy |
+10,568
| New | +$306K | 0.02% | 673 |
|