Belpointe Asset Management’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-687
Closed -$40.6K 2877
2023
Q1
$40.6K Buy
687
+362
+111% +$21.4K ﹤0.01% 1831
2022
Q4
$19K Sell
325
-4,717
-94% -$275K ﹤0.01% 2222
2022
Q3
$262K Buy
+5,042
New +$262K 0.02% 735