AE Wealth Management’s Oxford Lane Capital OXLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-67,887
| Closed | -$353K | – | 1733 |
|
|
2023
Q4 | $353K | Buy |
67,887
+2,479
| +4% | +$12.9K | ﹤0.01% | 1619 |
|
|
2023
Q3 | $326K | Buy |
65,408
+5,543
| +9% | +$27.7K | ﹤0.01% | 1580 |
|
|
2023
Q2 | $290K | Sell |
59,865
-168
| -0.3% | -$813 | ﹤0.01% | 1627 |
|
|
2023
Q1 | $314K | Buy |
60,033
+13,760
| +30% | +$72K | ﹤0.01% | 1532 |
|
|
2022
Q4 | $235K | Buy |
46,273
+35,492
| +329% | +$180K | ﹤0.01% | 1608 |
|
|
2022
Q3 | $56K | Buy |
+10,781
| New | +$56K | ﹤0.01% | 1681 |
|