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Congress Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Congress Wealth Management’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-65,222
Closed -$1M – 863
2024
Q2 		$1M Hold
65,222
– – 0.02% 426
2024
Q1 		$1M Hold
65,222
– – 0.02% 375
2023
Q4 		$963K Hold
65,222
– – 0.02% 398
2023
Q3 		$903K Buy
+65,222
New +$903K 0.02% 386