Raymond James Financial Services Advisors’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $259K | Buy |
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