Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Belpointe PREP OZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
2024
Q1 		$153K Sell
2023
Q4 		$579K Hold
2023
Q3 		$643K Hold
2023
Q2 		$645K Hold
2023
Q1 		$704K Hold
2022
Q4 		$750K Hold
2022
Q3 		$633K Hold
2022
Q2 		$733K Buy
2022
Q1 		– Sell
2021
Q4 		$751K Buy