IFWM
OAK

Institute for Wealth Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Institute for Wealth Management’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,984
Closed -$247K – 478
2019
Q2 		$247K Hold
4,984
– – 0.05% 394
2019
Q1 		$247K Buy
+4,984
New +$247K 0.05% 370
2017
Q3 		– Sell
-5,861
Closed -$279K – 413
2017
Q2 		$279K Buy
+5,861
New +$279K 0.08% 327