Icon Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
58,454
+1,175
| +2% | +$16.8K | 0.06% | 189 |
|
|
2025
Q1 | $840K | Buy |
57,279
+41,580
| +265% | +$610K | 0.07% | 163 |
|
|
2024
Q4 | $237K | Sell |
15,699
-300
| -2% | -$4.54K | 0.02% | 343 |
|
|
2024
Q3 | $233K | Hold |
15,999
| – | – | 0.02% | 330 |
|
|
2024
Q2 | $248K | Hold |
15,999
| – | – | 0.02% | 307 |
|
|
2024
Q1 | $246K | Hold |
15,999
| – | – | 0.02% | 311 |
|
|
2023
Q4 | $236K | Buy |
+15,999
| New | +$236K | 0.02% | 301 |
|