BDO Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $70K | Buy |
5,213
+59
| +1% | +$792 | 0.01% | 381 |
|
2023
Q1 | $65K | Buy |
5,154
+56
| +1% | +$706 | 0.01% | 378 |
|
2022
Q4 | $58.9K | Sell |
5,098
-826
| -14% | -$9.54K | 0.01% | 389 |
|
2022
Q3 | $61K | Buy |
5,924
+61
| +1% | +$628 | 0.01% | 380 |
|
2022
Q2 | $72K | Sell |
5,863
-140
| -2% | -$1.72K | 0.01% | 365 |
|
2022
Q1 | $89K | Buy |
6,003
+2,803
| +88% | +$41.6K | 0.01% | 352 |
|
2021
Q4 | $45K | Hold |
3,200
| – | – | ﹤0.01% | 462 |
|
2021
Q3 | $45K | Hold |
3,200
| – | – | 0.01% | 461 |
|
2021
Q2 | $46K | Hold |
3,200
| – | – | 0.01% | 475 |
|
2021
Q1 | $44K | Hold |
3,200
| – | – | 0.01% | 472 |
|
2020
Q4 | $41K | Sell |
3,200
-6,000
| -65% | -$76.9K | 0.01% | 377 |
|
2020
Q3 | $111K | Sell |
9,200
-8,030
| -47% | -$96.9K | 0.02% | 264 |
|
2020
Q2 | $212K | Buy |
17,230
+3,905
| +29% | +$48K | 0.04% | 210 |
|
2020
Q1 | $154K | Buy |
+13,325
| New | +$154K | 0.03% | 226 |
|