Accel Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,171
| Closed | -$210K | – | 268 |
|
|
2024
Q2 | $210K | Sell |
11,171
-3,383
| -23% | -$63.6K | 0.08% | 217 |
|
|
2024
Q1 | $286K | Buy |
14,554
+2,602
| +22% | +$51.2K | 0.12% | 160 |
|
|
2023
Q4 | $244K | Buy |
+11,952
| New | +$244K | 0.12% | 161 |
|
|
2023
Q2 | – | Sell |
-700
| Closed | -$13.1K | – | 635 |
|
|
2023
Q1 | $13.1K | Buy |
+700
| New | +$13.1K | 0.01% | 821 |
|