MPW
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MGO Private Wealth’s Belpointe PREP OZ Stock Holding History

MGO Private Wealth’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
-8,830
Closed -$883K – 108
2022
Q4 		$883K Sell
8,830
-12
-0.1% -$1.2K 0.4% 51
2022
Q3 		$747K Buy
+8,842
New +$747K 0.36% 54