Buckingham Strategic Wealth’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,167
| Closed | -$92K | – | 634 |
|
2022
Q1 | $92K | Sell |
4,167
-1,166
| -22% | -$25.7K | ﹤0.01% | 581 |
|
2021
Q4 | $119K | Hold |
5,333
| – | – | ﹤0.01% | 578 |
|
2021
Q3 | $113K | Sell |
5,333
-167
| -3% | -$3.54K | ﹤0.01% | 575 |
|
2021
Q2 | $110K | Buy |
5,500
+1,333
| +32% | +$26.7K | ﹤0.01% | 574 |
|
2021
Q1 | $78K | Buy |
+4,167
| New | +$78K | ﹤0.01% | 538 |
|