Belpointe Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-241
Closed -$17.2K 3049
2023
Q1
$17.2K Hold
241
﹤0.01% 2393
2022
Q4
$16K Buy
+241
New +$16K ﹤0.01% 2340
2022
Q2
Sell
-1,999
Closed -$158K 1259
2022
Q1
$158K Buy
+1,999
New +$158K 0.01% 1012