Global Retirement Partners’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-448
| Closed | -$22K | – | 1735 |
|
|
2019
Q2 | $22K | Hold |
448
| – | – | ﹤0.01% | 868 |
|
|
2019
Q1 | $22K | Hold |
448
| – | – | 0.01% | 798 |
|
|
2018
Q4 | $18K | Hold |
448
| – | – | ﹤0.01% | 795 |
|
|
2018
Q3 | $19K | Hold |
448
| – | – | ﹤0.01% | 845 |
|
|
2018
Q2 | $18K | Buy |
448
+75
| +20% | +$3.01K | ﹤0.01% | 839 |
|
|
2018
Q1 | $15K | Buy |
373
+182
| +95% | +$7.32K | ﹤0.01% | 854 |
|
|
2017
Q4 | $8K | Buy |
+191
| New | +$8K | ﹤0.01% | 997 |
|