Sheets Smith Wealth Management’s Belpointe PREP OZ Stock Holding History

Sheets Smith Wealth Management’s Portfolio OZ Stock Details OZ Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy
2023 Q2	–	Sell
2023 Q1	$1.05M	Hold
2022 Q4	$1.12M	Hold
2022 Q3	$944K	Hold
2022 Q2	$1.09M	Buy