OWA
Outlook Wealth Advisors’s Belpointe PREP OZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
4,996
| – | – | 0.08% | 220 |
|
|
2025
Q1 | $322K | Hold |
4,996
| – | – | 0.09% | 217 |
|
|
2024
Q4 | $387K | Hold |
4,996
| – | – | 0.11% | 184 |
|
|
2024
Q3 | $345K | Hold |
4,996
| – | – | 0.1% | 203 |
|
|
2024
Q2 | $560K | Hold |
4,996
| – | – | 0.17% | 120 |
|
|
2024
Q1 | $304K | Hold |
4,996
| – | – | 0.09% | 207 |
|
|
2023
Q4 | $386K | Hold |
4,996
| – | – | 0.14% | 144 |
|
|
2023
Q3 | $428K | Hold |
4,996
| – | – | 0.16% | 131 |
|
|
2023
Q2 | $430K | Hold |
4,996
| – | – | 0.16% | 137 |
|
|
2023
Q1 | $469K | Hold |
4,996
| – | – | 0.21% | 115 |
|
|
2022
Q4 | $500K | Hold |
4,996
| – | – | 0.24% | 104 |
|
|
2022
Q3 | $422K | Hold |
4,996
| – | – | 0.19% | 125 |
|
|
2022
Q2 | $488K | Hold |
4,996
| – | – | 0.2% | 125 |
|
|
2022
Q1 | $499K | Hold |
4,996
| – | – | 0.17% | 136 |
|
|
2021
Q4 | $500K | Buy |
+4,996
| New | +$500K | 0.15% | 138 |
|