CreativeOne Wealth’s Oaktree Specialty Lending OCSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-29,000
Closed -$583K 658
2023
Q3
$583K Buy
29,000
+4,177
+17% +$84K 0.04% 310
2023
Q2
$482K Buy
24,823
+4,032
+19% +$78.3K 0.02% 504
2023
Q1
$390K Buy
20,791
+14,284
+220% +$268K 0.02% 539
2022
Q4
$134K Buy
+6,507
New +$134K 0.01% 711
2021
Q2
Sell
-16,538
Closed -$308K 688
2021
Q1
$308K Buy
+16,538
New +$308K 0.02% 438