Merit Financial Group’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,150
| Closed | -$203K | – | 1733 |
|
|
2025
Q1 | $203K | Hold |
3,150
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q4 | $244K | Hold |
3,150
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q3 | $217K | Buy |
+3,150
| New | +$217K | ﹤0.01% | 764 |
|
|
2024
Q1 | – | Sell |
-3,150
| Closed | -$243K | – | 912 |
|
|
2023
Q4 | $243K | Hold |
3,150
| – | – | 0.01% | 676 |
|
|
2023
Q3 | $270K | Hold |
3,150
| – | – | 0.01% | 612 |
|
|
2023
Q2 | $271K | Hold |
3,150
| – | – | 0.01% | 614 |
|
|
2023
Q1 | $295K | Hold |
3,150
| – | – | 0.01% | 511 |
|
|
2022
Q4 | $315K | Buy |
+3,150
| New | +$315K | 0.01% | 529 |
|