Apriem Advisors’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-329
| Closed | -$12K | – | 751 |
|
2016
Q4 | $12K | Buy |
+329
| New | +$12K | ﹤0.01% | 429 |
|
2016
Q1 | – | Sell |
-76
| Closed | -$4K | – | 640 |
|
2015
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 464 |
|
2015
Q3 | – | Sell |
-88
| Closed | -$5K | – | 633 |
|
2015
Q2 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 499 |
|