Creekmur Asset Management’s Belpointe PREP OZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-60
Closed -$3.47K 1087
2024
Q2
$3.47K Sell
60
-85
-59% -$4.92K ﹤0.01% 631
2024
Q1
$8.83K Sell
145
-120
-45% -$7.31K ﹤0.01% 498
2023
Q4
$20.5K Buy
+265
New +$20.5K 0.01% 423