Belpointe Prep shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Belpointe Prep
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Quarterly reported holdings in Belpointe Prep by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $345k | 5.0k | 69.02 |
| 2024-06-30 | $560k | 5.0k | 112.04 |
| 2024-03-31 | $304k | 5.0k | 60.89 |
| 2023-12-31 | $386k | 5.0k | 77.25 |
| 2023-09-30 | $428k | 5.0k | 85.70 |
| 2023-06-30 | $430k | 5.0k | 86.04 |
| 2023-03-31 | $469k | 5.0k | 93.80 |
| 2022-12-31 | $500k | 5.0k | 100.00 |
| 2022-09-30 | $422k | 5.0k | 84.47 |
| 2022-06-30 | $488k | 5.0k | 97.68 |
| 2022-03-31 | $499k | 5.0k | 99.88 |
| 2021-12-31 | $500k | 5.0k | 100.08 |