Cetera Advisors’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $318K | Hold |
5,230
| – | – | ﹤0.01% | 1898 |
|
|
2023
Q4 | $404K | Hold |
5,230
| – | – | 0.01% | 1255 |
|
|
2023
Q3 | $448K | Buy |
5,230
+800
| +18% | +$68.6K | 0.01% | 1125 |
|
|
2023
Q2 | $381K | Hold |
4,430
| – | – | 0.01% | 1183 |
|
|
2023
Q1 | $416K | Hold |
4,430
| – | – | 0.01% | 1112 |
|
|
2022
Q4 | $443K | Buy |
+4,430
| New | +$443K | 0.01% | 1046 |
|