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