BWP
OCCI

Balboa Wealth Partners’s OFS Credit Co OCCI Stock Holding History

Balboa Wealth Partners’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,250
Closed -$144K – 311
2023
Q2 		$144K Sell
17,250
-31,750
-65% -$265K 0.05% 233
2023
Q1 		$451K Buy
+49,000
New +$451K 0.17% 120