Accurate Wealth Management’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,558
| Closed | -$425K | – | 283 |
|
|
2023
Q1 | $425K | Buy |
+4,558
| New | +$425K | 0.15% | 149 |
|
|
2022
Q4 | – | Sell |
-8,551
| Closed | -$1.36M | – | 1589 |
|
|
2022
Q3 | $1.36M | Buy |
8,551
+757
| +10% | +$120K | 0.57% | 43 |
|
|
2022
Q2 | $749K | Sell |
7,794
-1
| -0% | -$96 | 0.41% | 53 |
|
|
2022
Q1 | $779K | Buy |
+7,795
| New | +$779K | 0.35% | 63 |
|