Wealth Alliance’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 | $1.82M | Hold |
28,474
| – | – | 0.2% | 93 |
|
|
2025
Q1 | $1.84M | Hold |
28,474
| – | – | 0.22% | 89 |
|
|
2024
Q4 | $2.2M | Hold |
28,474
| – | – | 0.26% | 78 |
|
|
2024
Q3 | $1.97M | Hold |
28,474
| – | – | 0.23% | 84 |
|
|
2024
Q2 | $1.65M | Hold |
28,474
| – | – | 0.21% | 90 |
|
|
2024
Q1 | $1.73M | Hold |
28,474
| – | – | 0.23% | 92 |
|
|
2023
Q4 | $2.2M | Hold |
28,474
| – | – | 0.31% | 58 |
|
|
2023
Q3 | $2.44M | Hold |
28,474
| – | – | 0.38% | 53 |
|
|
2023
Q2 | $2.45M | Hold |
28,474
| – | – | 0.37% | 47 |
|
|
2023
Q1 | $2.67M | Buy |
28,474
+5,495
| +24% | +$515K | 0.43% | 37 |
|
|
2022
Q4 | $2.3M | Sell |
22,979
-5,495
| -19% | -$550K | 0.41% | 44 |
|
|
2022
Q3 | $2.41M | Hold |
28,474
| – | – | 0.47% | 30 |
|
|
2022
Q2 | $2.78M | Hold |
28,474
| – | – | 0.53% | 32 |
|
|
2022
Q1 | $2.85M | Hold |
28,474
| – | – | 0.58% | 27 |
|
|
2021
Q4 | $2.85M | Buy |
+28,474
| New | +$2.85M | 0.57% | 27 |
|