Concert Wealth Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $223K | Hold |
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|
2016
Q4 | $223K | Hold |
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|
2016
Q3 | $247K | Sell |
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|
2016
Q2 | $258K | Sell |
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|
2016
Q1 | $290K | Sell |
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|
2015
Q4 | $300K | Sell |
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|
2015
Q3 | $699K | Buy |
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|
2015
Q2 | $754K | Sell |
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|
2015
Q1 | $648K | Sell |
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|
2014
Q4 | $783K | Sell |
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|
2014
Q3 | $795K | Buy |
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|
2014
Q2 | $697K | Sell |
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|
2014
Q1 | $872K | Sell |
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|
2013
Q4 | $913K | Sell |
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|
2013
Q3 | $810K | Sell |
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|
2013
Q2 | $821K | Buy |
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