KWS
Keystone Wealth Services’s Belpointe PREP OZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Hold |
15,558
| – | – | 0.24% | 102 |
|
|
2025
Q1 | $1M | Hold |
15,558
| – | – | 0.27% | 88 |
|
|
2024
Q4 | $1.2M | Hold |
15,558
| – | – | 0.32% | 76 |
|
|
2024
Q3 | $1.07M | Hold |
15,558
| – | – | 0.3% | 78 |
|
|
2024
Q2 | $901K | Hold |
15,558
| – | – | 0.28% | 86 |
|
|
2024
Q1 | $947K | Hold |
15,558
| – | – | 0.31% | 83 |
|
|
2023
Q4 | $1.2M | Buy |
15,558
+2,286
| +17% | +$177K | 0.41% | 62 |
|
|
2023
Q3 | $1.14M | Hold |
13,272
| – | – | 0.43% | 57 |
|
|
2023
Q2 | $1.14M | Hold |
13,272
| – | – | 0.43% | 54 |
|
|
2023
Q1 | $1.24M | Hold |
13,272
| – | – | 0.51% | 49 |
|
|
2022
Q4 | $1.33M | Hold |
13,272
| – | – | 0.58% | 43 |
|
|
2022
Q3 | $1.12M | Hold |
13,272
| – | – | 0.53% | 42 |
|
|
2022
Q2 | $1.3M | Hold |
13,272
| – | – | 0.58% | 37 |
|
|
2022
Q1 | $1.33M | Hold |
13,272
| – | – | 0.53% | 49 |
|
|
2021
Q4 | $1.33M | Buy |
+13,272
| New | +$1.33M | 0.54% | 45 |
|