CIBC Private Wealth Group’s Oaktree Specialty Lending OCSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Hold |
2,050
| – | – | ﹤0.01% | 1896 |
|
|
2025
Q1 | $26.5K | Buy |
2,050
+50
| +3% | +$647 | ﹤0.01% | 1895 |
|
|
2024
Q4 | $30.1K | Sell |
2,000
-2,800
| -58% | -$42.1K | ﹤0.01% | 1895 |
|
|
2024
Q3 | $78.3K | Hold |
4,800
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q2 | $89.9K | Buy |
4,800
+500
| +12% | +$9.37K | ﹤0.01% | 1444 |
|
|
2024
Q1 | $83.1K | Buy |
+4,300
| New | +$83.1K | ﹤0.01% | 1469 |
|