Janiczek Wealth Management’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-222
| Closed | -$19K | – | 1164 |
|
|
2023
Q3 | $19K | Hold |
222
| – | – | 0.01% | 528 |
|
|
2023
Q2 | $19.1K | Hold |
222
| – | – | 0.01% | 469 |
|
|
2023
Q1 | $20.8K | Hold |
222
| – | – | 0.01% | 446 |
|
|
2022
Q4 | $21.5K | Hold |
222
| – | – | 0.01% | 445 |
|
|
2022
Q3 | $20K | Hold |
222
| – | – | 0.01% | 451 |
|
|
2022
Q2 | $22K | Buy |
+222
| New | +$22K | 0.01% | 452 |
|