Belpointe Asset Management’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-167
| Closed | -$853 | – | 2879 |
|
2023
Q1 | $853 | Hold |
167
| – | – | ﹤0.01% | 3501 |
|
2022
Q4 | $519 | Buy |
+167
| New | +$519 | ﹤0.01% | 3545 |
|
2020
Q4 | – | Sell |
-14,230
| Closed | -$386K | – | 981 |
|
2020
Q3 | $386K | Sell |
14,230
-12,200
| -46% | -$331K | 0.04% | 376 |
|
2020
Q2 | $659K | Sell |
26,430
-4,070
| -13% | -$101K | 0.09% | 241 |
|
2020
Q1 | $387K | Sell |
30,500
-6,123
| -17% | -$77.7K | 0.07% | 286 |
|
2019
Q4 | $940K | Sell |
36,623
-3,607
| -9% | -$92.6K | 0.12% | 191 |
|
2019
Q3 | $775K | Buy |
+40,230
| New | +$775K | 0.13% | 179 |
|