Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Belpointe PREP OZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,319
Closed -$257K – 3058
2024
Q4 		$257K Buy
+3,319
New +$257K ﹤0.01% 2487
2024
Q1 		– Sell
-2,601
Closed -$201K – 2432
2023
Q4 		$201K Hold
2,601
– – ﹤0.01% 2083
2023
Q3 		$223K Buy
+2,601
New +$223K ﹤0.01% 1932