Institute for Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Institute for Wealth Management’s Portfolio OCSL Stock Details OCSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$174K	Hold
2024 Q4	$173K	Sell
2024 Q3	$193K	Sell
2024 Q2	$355K	Hold
2024 Q1	$371K	Buy
2022 Q3	–	Sell
2022 Q2	$166K	Hold
2022 Q1	$187K	Buy
2013 Q3	–	Sell
2013 Q2	$20K	Buy