Carson Wealth (CWM LLC)’s Oaktree Specialty Lending OCSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
728
| – | – | ﹤0.01% | 4296 |
|
|
2025
Q1 | $11K | Hold |
728
| – | – | ﹤0.01% | 4057 |
|
|
2024
Q4 | $11K | Buy |
728
+428
| +143% | +$6.47K | ﹤0.01% | 3815 |
|
|
2024
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 4120 |
|
|
2024
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 3793 |
|
|
2024
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 3594 |
|
|
2023
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 3444 |
|
|
2023
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 3384 |
|
|
2023
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 3362 |
|
|
2023
Q1 | $6K | Sell |
300
-1
| -0.3% | -$20 | ﹤0.01% | 3223 |
|
|
2022
Q4 | $6K | Hold |
301
| – | – | ﹤0.01% | 3091 |
|
|
2022
Q3 | $5K | Hold |
301
| – | – | ﹤0.01% | 3081 |
|
|
2022
Q2 | $6K | Hold |
301
| – | – | ﹤0.01% | 2899 |
|
|
2022
Q1 | $7K | Sell |
301
-89
| -23% | -$2.07K | ﹤0.01% | 2690 |
|
|
2021
Q4 | $9K | Buy |
+390
| New | +$9K | ﹤0.01% | 2412 |
|
|
2021
Q2 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2021
Q1 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2020
Q4 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2020
Q3 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2020
Q2 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2020
Q1 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q4 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q3 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q2 | $8K | Hold |
390
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q1 | $8K | Buy |
+390
| New | +$8K | ﹤0.01% | 2194 |
|