Texas Yale Capital Corp’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 | $269K | Hold |
4,200
| – | – | 0.01% | 411 |
|
2025
Q1 | $271K | Hold |
4,200
| – | – | 0.01% | 399 |
|
2024
Q4 | $325K | Hold |
4,200
| – | – | 0.01% | 381 |
|
2024
Q3 | $290K | Hold |
4,200
| – | – | 0.01% | 398 |
|
2024
Q2 | $243K | Hold |
4,200
| – | – | 0.01% | 403 |
|
2024
Q1 | $256K | Hold |
4,200
| – | – | 0.01% | 398 |
|
2023
Q4 | $324K | Hold |
4,200
| – | – | 0.02% | 363 |
|
2023
Q3 | $360K | Hold |
4,200
| – | – | 0.02% | 339 |
|
2023
Q2 | $361K | Hold |
4,200
| – | – | 0.02% | 344 |
|
2023
Q1 | $394K | Hold |
4,200
| – | – | 0.02% | 347 |
|
2022
Q4 | $420K | Hold |
4,200
| – | – | 0.02% | 342 |
|
2022
Q3 | $355K | Hold |
4,200
| – | – | 0.02% | 346 |
|
2022
Q2 | $410K | Hold |
4,200
| – | – | 0.03% | 322 |
|
2022
Q1 | $420K | Hold |
4,200
| – | – | 0.02% | 338 |
|
2021
Q4 | $420K | Buy |
+4,200
| New | +$420K | 0.02% | 340 |
|