IHT Wealth Management’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 | $940K | Buy |
65,534
+4,633
| +8% | +$66.4K | 0.03% | 517 |
|
2025
Q1 | $893K | Buy |
60,901
+5,328
| +10% | +$78.1K | 0.03% | 501 |
|
2024
Q4 | $840K | Buy |
55,573
+44,147
| +386% | +$668K | 0.03% | 511 |
|
2024
Q3 | $166K | Buy |
11,426
+345
| +3% | +$5.03K | ﹤0.01% | 1102 |
|
2024
Q2 | $170K | Buy |
11,081
+177
| +2% | +$2.72K | 0.01% | 974 |
|
2024
Q1 | $168K | Buy |
10,904
+183
| +2% | +$2.81K | 0.01% | 958 |
|
2023
Q4 | $158K | Sell |
10,721
-2,617
| -20% | -$38.6K | 0.01% | 925 |
|
2023
Q3 | $185K | Sell |
13,338
-614
| -4% | -$8.5K | 0.01% | 886 |
|
2023
Q2 | $187K | Buy |
13,952
+874
| +7% | +$11.7K | 0.01% | 896 |
|
2023
Q1 | $165K | Buy |
13,078
+908
| +7% | +$11.5K | 0.01% | 874 |
|
2022
Q4 | $141K | Buy |
12,170
+7
| +0.1% | +$81 | 0.01% | 848 |
|
2022
Q3 | $126K | Buy |
12,163
+277
| +2% | +$2.87K | 0.01% | 810 |
|
2022
Q2 | $147K | Buy |
11,886
+278
| +2% | +$3.44K | 0.01% | 684 |
|
2022
Q1 | $172K | Buy |
11,608
+628
| +6% | +$9.31K | 0.01% | 721 |
|
2021
Q4 | $155K | Buy |
+10,980
| New | +$155K | 0.01% | 769 |
|