IFP Advisors’s Oxford Lane Capital OXLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-940
| Closed | -$4.69K | – | 3250 |
|
|
2023
Q3 | $4.69K | Buy |
+940
| New | +$4.69K | ﹤0.01% | 2526 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$2K | – | 3083 |
|
|
2018
Q4 | $2K | Sell |
200
-23,285
| -99% | -$233K | ﹤0.01% | 3132 |
|
|
2018
Q3 | $249K | Buy |
23,485
+2,625
| +13% | +$27.8K | 0.01% | 960 |
|
|
2018
Q2 | $217K | Buy |
20,860
+3,850
| +23% | +$40.1K | 0.01% | 1020 |
|
|
2018
Q1 | $171K | Hold |
17,010
| – | – | 0.01% | 1061 |
|
|
2017
Q4 | $171K | Sell |
17,010
-800
| -4% | -$8.04K | 0.01% | 1060 |
|
|
2017
Q3 | $182K | Buy |
17,810
+100
| +0.6% | +$1.02K | 0.01% | 1191 |
|
|
2017
Q2 | $176K | Sell |
17,710
-95
| -0.5% | -$944 | 0.01% | 1198 |
|
|
2017
Q1 | $198K | Sell |
17,805
-583
| -3% | -$6.48K | 0.01% | 1113 |
|
|
2016
Q4 | $193K | Buy |
18,388
+10,946
| +147% | +$115K | 0.01% | 1071 |
|
|
2016
Q3 | $78K | Buy |
7,442
+4,720
| +173% | +$49.5K | ﹤0.01% | 1521 |
|
|
2016
Q2 | $23K | Buy |
+2,722
| New | +$23K | ﹤0.01% | 2252 |
|
|
2016
Q1 | – | Sell |
-6,888
| Closed | -$69K | – | 3098 |
|
|
2015
Q4 | $69K | Buy |
+6,888
| New | +$69K | ﹤0.01% | 1399 |
|