Accurate Wealth Management’s Belpointe PREP OZ Stock Holding History

Accurate Wealth Management’s Portfolio OZ Stock Details OZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Buy
2023 Q2	–	Sell
2023 Q1	$425K	Buy
2022 Q4	–	Sell
2022 Q3	$1.36M	Buy
2022 Q2	$749K	Sell
2022 Q1	$779K	Buy