Synergy Asset Management’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,225
| Closed | -$368K | – | 605 |
|
|
2024
Q4 | $368K | Hold |
5,225
| – | – | 0.03% | 166 |
|
|
2024
Q3 | $361K | Hold |
5,225
| – | – | 0.05% | 109 |
|
|
2024
Q2 | $303K | Hold |
5,225
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $318K | Hold |
5,225
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $404K | Hold |
5,225
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $448K | Buy |
+5,225
| New | +$448K | 0.09% | 92 |
|