Bartlett & Co’s Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock OXLCM Stock Holding History

Bartlett & Co’s Portfolio OXLCM Stock Details OXLCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$12K	Buy	+500	New	+$12.4K	﹤0.01%	977

Other funds holding OXLCM

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Bartlett & Co's OXLCM Position: Q4 2023 in Review

Bartlett & Co opened a new position in Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock (OXLCM) in Q4 2023: 500 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings.

2 funds tracked by Wall St. Rank hold OXLCM as of Q4 2023.

Bartlett & Co held 500 shares of Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock worth $12K as of Q4 2023.
Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock was a new Bartlett & Co position in Q4 2023.
Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #977 holding.
2 funds tracked by Wall St. Rank held Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.