Ratio Wealth Group’s Belpointe PREP OZ Stock Holding History

Ratio Wealth Group’s Portfolio OZ Stock Details OZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.24M	Hold
2023 Q4	$2.84M	Hold
2023 Q3	$3.15M	Hold
2023 Q2	$3.17M	Buy
2022 Q4	$3.68M	Hold
2022 Q3	$3.11M	Buy
2022 Q2	$2.21M	Hold
2022 Q1	$2.26M	Buy
2021 Q4	$2.04M	Buy