Ridgewood Investments’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96K | Hold |
1,500
| – | – | 0.04% | 257 |
|
|
2025
Q1 | $96.8K | Hold |
1,500
| – | – | 0.05% | 247 |
|
|
2024
Q4 | $116K | Hold |
1,500
| – | – | 0.06% | 223 |
|
|
2024
Q3 | $104K | Hold |
1,500
| – | – | 0.05% | 234 |
|
|
2024
Q2 | $86.9K | Buy |
+1,500
| New | +$86.9K | 0.04% | 254 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$129K | – | 570 |
|
|
2023
Q2 | $129K | Hold |
1,500
| – | – | 0.07% | 212 |
|
|
2023
Q1 | $141K | Buy |
+1,500
| New | +$141K | 0.09% | 219 |
|