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McElhenny Sheffield Capital Management’s Belpointe PREP OZ Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-96
Closed -$9.6K – 450
2022
Q4 		$9.6K Buy
+96
New +$9.6K ﹤0.01% 337