IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,747
| Closed | -$339K | – | 1810 |
|
|
2017
Q4 | $339K | Sell |
7,747
-297
| -4% | -$13K | 0.09% | 263 |
|
|
2017
Q3 | $377K | Sell |
8,044
-239
| -3% | -$11.2K | 0.16% | 151 |
|
|
2017
Q2 | $4 | Hold |
8,283
| – | – | ﹤0.01% | 1147 |
|
|
2017
Q1 | $381K | Buy |
8,283
+19
| +0.2% | +$874 | 0.25% | 97 |
|
|
2016
Q4 | $318K | Buy |
+8,264
| New | +$318K | 0.24% | 106 |
|