Bridgewealth Advisory Group’s Oxford Lane Capital OXLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,294
| Closed | -$66.6K | – | 94 |
|
|
2024
Q2 | $66.6K | Sell |
12,294
-41,333
| -77% | -$224K | 0.03% | 71 |
|
|
2024
Q1 | $272K | Hold |
53,627
| – | – | 0.13% | 57 |
|
|
2023
Q4 | $265K | Hold |
53,627
| – | – | 0.2% | 59 |
|
|
2023
Q3 | $268K | Hold |
53,627
| – | – | 0.33% | 44 |
|
|
2023
Q2 | $260K | Hold |
53,627
| – | – | 0.42% | 42 |
|
|
2023
Q1 | $280K | Hold |
53,627
| – | – | 0.52% | 38 |
|
|
2022
Q4 | $272K | Buy |
+53,627
| New | +$272K | 0.53% | 37 |
|