Belpointe Asset Management LLC Ishares Esg Aware Msci Usa Sma Transaction History

Belpointe Asset Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$32.27 - $37.51 $1,613 - $1,875	-50 Reduced 0.82%	6,048 $205,000
Q4 2022 Feb 08, 2023	SELL	$31.03 - $35.26 $4,499 - $5,112	-145 Reduced 2.32%	6,098 $200,000
Q3 2022 Nov 14, 2022	SELL	$30.47 - $36.87 $9,049 - $10,950	-297 Reduced 4.54%	6,243 $191,000
Q2 2022 Aug 02, 2022	SELL	$30.34 - $38.42 $15,291 - $19,363	-504 Reduced 7.16%	6,540 $206,000
Q1 2022 Apr 28, 2022	BUY	$35.57 - $40.83 $27,744 - $31,847	780 Added 12.45%	7,044 $268,000
Q4 2021 Feb 15, 2022	BUY	$38.24 - $42.82 $125,886 - $140,963	3,292 Added 110.77%	6,264 $253,000
Q3 2021 Nov 15, 2021	BUY	$37.66 - $40.76 $111,925 - $121,138	2,972 New	2,972 $116,000

413

34.6M

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