Belpointe Asset Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Belpointe Asset Management LLC

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$73.57 - $77.31 $423,836 - $445,382	-5,761 Reduced 44.19%	7,277 $558,000
Q4 2022 Feb 08, 2023	SELL	$72.19 - $76.32 $372,789 - $394,116	-5,164 Reduced 28.37%	13,038 $968,000
Q3 2022 Nov 14, 2022	BUY	N/A	1,769 Added 10.76%	18,202 $1.34 Million
Q2 2022 Aug 02, 2022	SELL	N/A	-4,297 Reduced 20.73%	16,433 $1.28 Million
Q1 2022 Apr 28, 2022	SELL	N/A	-34,123 Reduced 62.21%	20,730 $1.7 Million

Q4 2021 Feb 15, 2022	SELL	N/A	-3,795 Reduced 6.47%	54,853 $4.81 Million
Q3 2021 Nov 15, 2021	SELL	N/A	-739 Reduced 1.24%	58,648 $5.25 Million
Q2 2021 Aug 09, 2021	BUY	N/A	44,831 Added 307.99%	59,387 $5.34 Million
Q1 2021 May 14, 2021	BUY	N/A	586 Added 4.19%	14,556 $1.29 Million
Q4 2020 Feb 16, 2021	BUY	N/A	7,577 Added 118.52%	13,970 $1.3 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-459 Reduced 11.45%	3,549 $317,000
Q3 2020 Nov 13, 2020	BUY	N/A	2,844 Added 80.14%	6,393 $598,000
Q2 2020 Jul 20, 2020	BUY	N/A	459 Added 12.93%	4,008 $374,000
Q1 2020 Jul 20, 2020	BUY	N/A	862 Added 32.08%	3,549 $317,000
Q4 2019 Feb 18, 2020	BUY	N/A	400 Added 17.49%	2,687 $235,000
Q3 2019 Jan 16, 2020	SELL	N/A	-101 Reduced 4.23%	2,287 $201,000
Q2 2019 Nov 22, 2019	BUY	N/A	2,388 New	2,388 $0
Q1 2019 Jun 11, 2019	SELL	N/A	-1,901 Closed	0 $0
Q4 2018 Mar 06, 2019	SELL	N/A	-1,461 Reduced 43.46%	1,901 $155,000
Q3 2018 Nov 23, 2018	BUY	N/A	3,362 New	3,362 $271,000
Q1 2018 Aug 06, 2018	SELL	N/A	-7,354 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	1,929 Added 35.56%	7,354 $616,000
Q3 2017 Nov 16, 2017	BUY	N/A	5,425	5,425 $459,000

845

143M

5.3K

4.5K

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

Stay updated on Belpointe Asset Management LLC with notifications on news.