RWB
OZ icon

RMR Wealth Builders’s Belpointe PREP OZ Stock Holding History

RMR Wealth Builders’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,823
Closed -$233K – 257
2024
Q1 		$233K Buy
+3,823
New +$233K 0.03% 236