Belpointe Asset Management’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-62
| Closed | -$6.22K | – | 3865 |
|
|
2022
Q4 | $6.22K | Buy |
+62
| New | +$6.22K | ﹤0.01% | 2837 |
|
|
2022
Q3 | – | Sell |
-5,293
| Closed | -$569K | – | 1243 |
|
|
2022
Q2 | $569K | Buy |
+5,293
| New | +$569K | 0.04% | 434 |
|
|
2021
Q2 | – | Sell |
-2,583
| Closed | -$540K | – | 1188 |
|
|
2021
Q1 | $540K | Buy |
+2,583
| New | +$540K | 0.05% | 406 |
|