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Belpointe Prep shares owned by CWM

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by CWM from 13F filings

Historical chart of CWM investment in Belpointe Prep

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All positions including Belpointe Prep held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $153k 2.5k 60.71
2023-12-31 $579k 7.5k 77.20
2023-09-30 $643k 7.5k 85.73
2023-06-30 $645k 7.5k 86.00
2023-03-31 $704k 7.5k 93.87
2022-12-31 $750k 7.5k 100.00
2022-09-30 $633k 7.5k 84.40
2022-06-30 $733k 7.5k 97.73
2021-12-31 $751k 7.5k 100.13