Belpointe Asset Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,207
| Closed | -$273K | – | 720 |
|
|
2023
Q2 | $273K | Buy |
1,207
+474
| +65% | +$107K | 0.03% | 486 |
|
|
2023
Q1 | $141K | Sell |
733
-15
| -2% | -$2.88K | 0.01% | 1113 |
|
|
2022
Q4 | $132K | Buy |
748
+92
| +14% | +$16.2K | 0.01% | 1090 |
|
|
2022
Q3 | $112K | Buy |
+656
| New | +$112K | 0.01% | 1110 |
|
|
2022
Q2 | – | Sell |
-490
| Closed | -$105K | – | 1279 |
|
|
2022
Q1 | $105K | Buy |
490
+9
| +2% | +$1.93K | 0.01% | 1198 |
|
|
2021
Q4 | $109K | Buy |
+481
| New | +$109K | 0.01% | 1153 |
|
|
2021
Q2 | – | Sell |
-638
| Closed | -$113K | – | 1183 |
|
|
2021
Q1 | $113K | Buy |
+638
| New | +$113K | 0.01% | 958 |
|