Integrated Wealth Concepts’s Blue Owl Capital OBDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$195K Sell
2025
Q2
$693K Buy
2025
Q1
$631K Buy
2024
Q4
$205K Buy
2024
Q3
$193K Buy
2024
Q2
$172K Buy
2024
Q1
$171K Buy
2023
Q4
$163K Buy
2023
Q3
$152K Buy
2023
Q1
Sell
2022
Q4
$1.91M Buy
2022
Q3
$1.5M Buy
2022
Q2
$419K Buy
2022
Q1
$414K Buy
2021
Q4
$342K Buy
2021
Q3
$228K Buy