AO
Advisor OS’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-72,681
| Closed | -$1.37M | – | 402 |
|
|
2024
Q1 | $1.37M | Sell |
72,681
-47,556
| -40% | -$897K | 0.16% | 117 |
|
|
2023
Q4 | $1.79M | Sell |
120,237
-11,909
| -9% | -$177K | 0.23% | 76 |
|
|
2023
Q3 | $1.71M | Buy |
132,146
+70,672
| +115% | +$916K | 0.26% | 78 |
|
|
2023
Q2 | $716K | Buy |
+61,474
| New | +$716K | 0.12% | 169 |
|