A detailed history of Belpointe Asset Management LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Belpointe Asset Management LLC holds 62,150 shares of IBD stock, worth $1.46 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
62,150
Previous 69,584 10.68%
Holding current value
$1.46 Million
Previous $1.64 Million 11.09%
% of portfolio
0.12%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$23.26 - $23.99 $172,914 - $178,341
-7,434 Reduced 10.68%
62,150 $1.46 Million
Q4 2023

Feb 13, 2024

SELL
$22.22 - $23.69 $189,047 - $201,554
-8,508 Reduced 10.89%
69,584 $1.64 Million
Q3 2023

Nov 15, 2023

SELL
$22.56 - $23.35 $55,632 - $57,581
-2,466 Reduced 3.06%
78,092 $1.77 Million
Q2 2023

Aug 14, 2023

BUY
$23.0 - $23.5 $579,784 - $592,388
25,208 Added 45.54%
80,558 $1.86 Million
Q1 2023

May 15, 2023

BUY
$22.81 - $23.65 $799,855 - $829,310
35,066 Added 172.88%
55,350 $1.3 Million
Q4 2022

Feb 08, 2023

BUY
$22.43 - $23.31 $454,970 - $472,820
20,284 New
20,284 $467,000
Q4 2021

Feb 15, 2022

SELL
N/A
-16,667 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
N/A
-127 Reduced 0.76%
16,667 $436,000
Q2 2021

Aug 09, 2021

BUY
N/A
440 Added 2.69%
16,794 $441,000
Q1 2021

May 14, 2021

BUY
N/A
16,354 New
16,354 $423,000

Others Institutions Holding IBD

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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