Wells Fargo
OZ icon

Wells Fargo’s Belpointe PREP OZ Stock Holding History

Wells Fargo’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,278
Closed -$120K – 7300
2023
Q1 		$120K Hold
1,278
– – ﹤0.01% 4444
2022
Q4 		$128K Hold
1,278
– – ﹤0.01% 4138
2022
Q3 		$108K Hold
1,278
– – ﹤0.01% 4272
2022
Q2 		$125K Buy
+1,278
New +$125K ﹤0.01% 4265