Cornerstone Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Cornerstone Wealth Management’s Portfolio OCSL Stock Details OCSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$194K	Buy
2025 Q1	$217K	Sell
2024 Q4	$217K	Sell
2024 Q3	$259K	Buy
2024 Q2	$284K	Sell
2024 Q1	$321K	Buy
2023 Q4	$286K	Buy
2023 Q3	$245K	Buy
2023 Q2	$233K	Buy
2023 Q1	$202K	Buy