Mason & Associates (California)’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Hold |
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|
2025
Q1 | $490K | Hold |
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|
2024
Q4 | $588K | Sell |
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|
2024
Q3 | $669K | Hold |
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|
2024
Q2 | $562K | Hold |
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|
2024
Q1 | $591K | Hold |
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|
2023
Q4 | $749K | Sell |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.18M | Hold |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $766K | Sell |
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|
2022
Q3 | $743K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $314K | Buy |
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