AWA
Amplius Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
18,320
-25,629
| -58% | -$368K | 0.02% | 170 |
|
|
2025
Q1 | $644K | Buy |
43,949
+3,262
| +8% | +$47.8K | 0.07% | 99 |
|
|
2024
Q4 | $615K | Buy |
40,687
+702
| +2% | +$10.6K | 0.06% | 92 |
|
|
2024
Q3 | $583K | Sell |
39,985
-3,826
| -9% | -$55.7K | 0.06% | 91 |
|
|
2024
Q2 | $673K | Sell |
43,811
-14,660
| -25% | -$225K | 0.07% | 85 |
|
|
2024
Q1 | $899K | Buy |
58,471
+914
| +2% | +$14.1K | 0.1% | 73 |
|
|
2023
Q4 | $850K | Sell |
57,557
-2,311
| -4% | -$34.1K | 0.1% | 70 |
|
|
2023
Q3 | $829K | Sell |
59,868
-321
| -0.5% | -$4.45K | 0.11% | 72 |
|
|
2023
Q2 | $808K | Buy |
+60,189
| New | +$808K | 0.11% | 74 |
|