CPA
OBDE

Capital Planning Advisors’s Blue Owl Capital Corporation III OBDE Stock Holding History

Capital Planning Advisors’s Portfolio OBDE Stock Details OBDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37,529
Closed -$541K – 143
2024
Q4 		$541K Sell
37,529
-1,944
-5% -$28K 0.08% 97
2024
Q3 		$566K Hold
39,473
– – 0.09% 93
2024
Q2 		$591K Buy
39,473
+3,175
+9% +$47.5K 0.1% 91
2024
Q1 		$556K Buy
+36,298
New +$556K 0.1% 97