Foundations Investment Advisors’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 | $518K | Buy |
8,094
+49
| +0.6% | +$3.14K | 0.01% | 568 |
|
|
2025
Q1 | $519K | Buy |
8,045
+2,386
| +42% | +$154K | 0.01% | 570 |
|
|
2024
Q4 | $438K | Buy |
5,659
+1,077
| +24% | +$83.4K | 0.01% | 565 |
|
|
2024
Q3 | $316K | Buy |
4,582
+117
| +3% | +$8.08K | 0.01% | 622 |
|
|
2024
Q2 | $259K | Buy |
4,465
+120
| +3% | +$6.95K | 0.01% | 641 |
|
|
2024
Q1 | $265K | Buy |
4,345
+452
| +12% | +$27.5K | 0.01% | 606 |
|
|
2023
Q4 | $247K | Buy |
+3,893
| New | +$247K | 0.01% | 598 |
|