Ratio Wealth Group’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.24M | Hold |
36,790
| – | – | 0.42% | 41 |
|
|
2023
Q4 | $2.84M | Hold |
36,790
| – | – | 0.61% | 34 |
|
|
2023
Q3 | $3.15M | Hold |
36,790
| – | – | 0.79% | 28 |
|
|
2023
Q2 | $3.17M | Buy |
+36,790
| New | +$3.17M | 0.78% | 28 |
|
|
2022
Q4 | $3.68M | Hold |
36,790
| – | – | 1.04% | 24 |
|
|
2022
Q3 | $3.11M | Buy |
36,790
+14,206
| +63% | +$1.2M | 1.01% | 27 |
|
|
2022
Q2 | $2.21M | Hold |
22,584
| – | – | 0.72% | 28 |
|
|
2022
Q1 | $2.26M | Buy |
22,584
+2,164
| +11% | +$216K | 0.67% | 29 |
|
|
2021
Q4 | $2.04M | Buy |
+20,420
| New | +$2.04M | 0.61% | 28 |
|