IFWM
Institute for Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,346
| Closed | -$174K | – | 562 |
|
|
2025
Q1 | $174K | Hold |
11,346
| – | – | 0.02% | 512 |
|
|
2024
Q4 | $173K | Sell |
11,346
-500
| -4% | -$7.64K | 0.02% | 489 |
|
|
2024
Q3 | $193K | Sell |
11,846
-7,001
| -37% | -$114K | 0.02% | 522 |
|
|
2024
Q2 | $355K | Hold |
18,847
| – | – | 0.05% | 356 |
|
|
2024
Q1 | $371K | Buy |
+18,847
| New | +$371K | 0.05% | 339 |
|
|
2022
Q3 | – | Sell |
-25,400
| Closed | -$166K | – | 495 |
|
|
2022
Q2 | $166K | Hold |
25,400
| – | – | 0.03% | 497 |
|
|
2022
Q1 | $187K | Buy |
+25,400
| New | +$187K | 0.03% | 515 |
|
|
2013
Q3 | – | Sell |
-1,900
| Closed | -$20K | – | 100 |
|
|
2013
Q2 | $20K | Buy |
+1,900
| New | +$20K | 0.02% | 73 |
|