SSWM
Sheets Smith Wealth Management’s Belpointe PREP OZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,183
| Closed | -$1.05M | – | 340 |
|
|
2023
Q1 | $1.05M | Hold |
11,183
| – | – | 0.16% | 126 |
|
|
2022
Q4 | $1.12M | Hold |
11,183
| – | – | 0.18% | 120 |
|
|
2022
Q3 | $944K | Hold |
11,183
| – | – | 0.16% | 132 |
|
|
2022
Q2 | $1.09M | Buy |
+11,183
| New | +$1.09M | 0.18% | 117 |
|