B.O.S.S. Retirement Advisors’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Hold |
15,164
| – | – | 0.24% | 81 |
|
|
2025
Q1 | $978K | Sell |
15,164
-48
| -0.3% | -$3.1K | 0.28% | 72 |
|
|
2024
Q4 | $1.18M | Buy |
+15,212
| New | +$1.18M | 0.33% | 67 |
|
|
2024
Q1 | – | Sell |
-24,115
| Closed | -$1.86M | – | 201 |
|
|
2023
Q4 | $1.86M | Hold |
24,115
| – | – | 0.36% | 90 |
|
|
2023
Q3 | $2.07M | Hold |
24,115
| – | – | 0.44% | 73 |
|
|
2023
Q2 | $2.07M | Hold |
24,115
| – | – | 0.44% | 67 |
|
|
2023
Q1 | $2.26M | Hold |
24,115
| – | – | 0.53% | 55 |
|
|
2022
Q4 | $2.41M | Buy |
+24,115
| New | +$2.41M | 0.62% | 45 |
|