SMART Wealth’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 | $381K | Hold |
5,958
| – | – | 0.12% | 121 |
|
|
2025
Q1 | $384K | Sell |
5,958
-2
| -0% | -$129 | 0.14% | 110 |
|
|
2024
Q4 | $461K | Hold |
5,960
| – | – | 0.16% | 108 |
|
|
2024
Q3 | $411K | Hold |
5,960
| – | – | 0.16% | 99 |
|
|
2024
Q2 | $345K | Hold |
5,960
| – | – | 0.14% | 94 |
|
|
2024
Q1 | $363K | Hold |
5,960
| – | – | 0.16% | 83 |
|
|
2023
Q4 | $460K | Buy |
5,960
+2,025
| +51% | +$156K | 0.25% | 49 |
|
|
2023
Q3 | $337K | Hold |
3,935
| – | – | 0.25% | 53 |
|
|
2023
Q2 | $339K | Hold |
3,935
| – | – | 0.26% | 59 |
|
|
2023
Q1 | $369K | Sell |
3,935
-2,610
| -40% | -$245K | 0.33% | 54 |
|
|
2022
Q4 | $655K | Buy |
+6,545
| New | +$655K | 0.49% | 45 |
|