AWA
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Acorn Wealth Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,413
Closed -$85K 171
2022
Q4
$85K Buy
12,413
+1,084
+10% +$7.42K 0.07% 157
2022
Q3
$68K Buy
+11,329
New +$68K 0.06% 153