Atomi Financial Group’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,786
| Closed | -$2.12M | – | 1004 |
|
|
2024
Q3 | $2.12M | Buy |
30,786
+4,064
| +15% | +$280K | 0.13% | 129 |
|
|
2024
Q2 | $1.55M | Buy |
26,722
+8,139
| +44% | +$471K | 0.11% | 143 |
|
|
2024
Q1 | $1.13M | Buy |
18,583
+8,958
| +93% | +$545K | 0.1% | 171 |
|
|
2023
Q4 | $744K | Buy |
9,625
+7,041
| +272% | +$544K | 0.1% | 179 |
|
|
2023
Q3 | $221K | Sell |
2,584
-8,166
| -76% | -$700K | 0.07% | 301 |
|
|
2023
Q2 | $925K | Buy |
10,750
+8,166
| +316% | +$703K | 0.42% | 66 |
|
|
2023
Q1 | $242K | Buy |
+2,584
| New | +$242K | 0.14% | 176 |
|