Coppell Advisory Solutions’s Belpointe PREP OZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$401K Buy
2025
Q3
$228K Hold
2025
Q2
$232K Sell
2025
Q1
$224K Hold
2024
Q4
$272K Sell
2024
Q3
$252K Sell
2024
Q2
$208K Buy
2023
Q4
$279K Sell
2023
Q3
$364K Buy
2023
Q2
$314K Hold
2023
Q1
$337K Sell
2022
Q4
$364K Buy