Cetera Investment Advisers’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 | $301K | Hold |
4,700
| – | – | ﹤0.01% | 3396 |
|
|
2025
Q1 | $303K | Hold |
4,700
| – | – | ﹤0.01% | 3257 |
|
|
2024
Q4 | $364K | Hold |
4,700
| – | – | ﹤0.01% | 2948 |
|
|
2024
Q3 | $324K | Sell |
4,700
-270
| -5% | -$18.6K | ﹤0.01% | 2999 |
|
|
2024
Q2 | $288K | Sell |
4,970
-260
| -5% | -$15.1K | ﹤0.01% | 3066 |
|
|
2024
Q1 | $318K | Buy |
+5,230
| New | +$318K | ﹤0.01% | 2979 |
|