Kingswood Wealth Advisors’s Belpointe PREP OZ Stock Holding History

Kingswood Wealth Advisors’s Portfolio OZ Stock Details OZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$342K	Hold
2025 Q2	$342K	Sell
2025 Q1	$404K	Sell
2024 Q4	$881K	Buy