Coppell Advisory Solutions’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 | $232K | Sell |
3,559
-25
| -0.7% | -$1.63K | 0.03% | 331 |
|
|
2025
Q1 | $224K | Hold |
3,584
| – | – | 0.03% | 302 |
|
|
2024
Q4 | $272K | Sell |
3,584
-5
| -0.1% | -$380 | 0.04% | 230 |
|
|
2024
Q3 | $252K | Sell |
3,589
-10
| -0.3% | -$702 | 0.04% | 239 |
|
|
2024
Q2 | $208K | Buy |
+3,599
| New | +$208K | 0.03% | 250 |
|
|
2023
Q4 | $279K | Sell |
3,609
-33
| -0.9% | -$2.55K | 0.06% | 218 |
|
|
2023
Q3 | $364K | Buy |
3,642
+33
| +0.9% | +$3.3K | 0.13% | 128 |
|
|
2023
Q2 | $314K | Hold |
3,609
| – | – | 0.09% | 147 |
|
|
2023
Q1 | $337K | Sell |
3,609
-33
| -0.9% | -$3.08K | 0.11% | 144 |
|
|
2022
Q4 | $364K | Buy |
+3,642
| New | +$364K | 0.12% | 129 |
|