Axxcess Wealth Management’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,491
| Closed | -$238K | – | 912 |
|
|
2024
Q1 | $238K | Sell |
15,491
-8,400
| -35% | -$129K | 0.01% | 748 |
|
|
2023
Q4 | $353K | Sell |
23,891
-8,804
| -27% | -$130K | 0.01% | 598 |
|
|
2023
Q3 | $453K | Buy |
+32,695
| New | +$453K | 0.02% | 494 |
|
|
2023
Q2 | – | Sell |
-22,863
| Closed | -$288K | – | 657 |
|
|
2023
Q1 | $288K | Buy |
22,863
+7,363
| +48% | +$92.8K | 0.02% | 491 |
|
|
2022
Q4 | $179K | Buy |
+15,500
| New | +$179K | 0.01% | 572 |
|