KWA
OZ icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$342K Sell
5,337
-354
-6% -$22.7K 0.03% 530
2025
Q1 		$404K Sell
5,691
-5,691
-50% -$404K 0.04% 455
2024
Q4 		$881K Buy
+11,382
New +$881K 0.07% 304