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Belpointe Asset Management’s Workiva WK Stock Holding History

Belpointe Asset Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-346
Closed -$35.4K – 3371
2023
Q1 		$35.4K Buy
346
+198
+134% +$20.3K ﹤0.01% 1929
2022
Q4 		$12.4K Buy
+148
New +$12.4K ﹤0.01% 2495