Integrated Advisors Network’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 | $214K | Hold |
3,350
| – | – | 0.01% | 705 |
|
|
2025
Q1 | $216K | Hold |
3,350
| – | – | 0.01% | 667 |
|
|
2024
Q4 | $259K | Hold |
3,350
| – | – | 0.01% | 604 |
|
|
2024
Q3 | $231K | Buy |
+3,350
| New | +$231K | 0.01% | 649 |
|
|
2024
Q2 | – | Sell |
-3,350
| Closed | -$204K | – | 719 |
|
|
2024
Q1 | $204K | Hold |
3,350
| – | – | 0.01% | 671 |
|
|
2023
Q4 | $259K | Hold |
3,350
| – | – | 0.01% | 584 |
|
|
2023
Q3 | $287K | Hold |
3,350
| – | – | 0.02% | 541 |
|
|
2023
Q2 | $288K | Hold |
3,350
| – | – | 0.02% | 552 |
|
|
2023
Q1 | $314K | Hold |
3,350
| – | – | 0.02% | 532 |
|
|
2022
Q4 | $335K | Hold |
3,350
| – | – | 0.02% | 493 |
|
|
2022
Q3 | $283K | Hold |
3,350
| – | – | 0.02% | 520 |
|
|
2022
Q2 | $327K | Hold |
3,350
| – | – | 0.02% | 507 |
|
|
2022
Q1 | $335K | Hold |
3,350
| – | – | 0.02% | 517 |
|
|
2021
Q4 | $335K | Buy |
+3,350
| New | +$335K | 0.02% | 508 |
|