J.P. Morgan Private Wealth Advisors’s Oaktree Specialty Lending OCSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.06M | Sell |
201,841
-1,400
| -0.7% | -$28.2K | 0.01% | 541 |
|
|
2023
Q2 | $3.95M | Sell |
203,241
-22,158
| -10% | -$431K | 0.02% | 380 |
|
|
2023
Q1 | $4.23M | Buy |
+225,399
| New | +$4.23M | 0.01% | 628 |
|
|
2022
Q4 | – | Sell |
-210,273
| Closed | -$3.79M | – | 1982 |
|
|
2022
Q3 | $3.79M | Buy |
210,273
+2,357
| +1% | +$42.4K | 0.01% | 631 |
|
|
2022
Q2 | $4.09M | Sell |
207,916
-300
| -0.1% | -$5.9K | 0.01% | 626 |
|
|
2022
Q1 | $4.6M | Buy |
208,216
+138,032
| +197% | +$3.05M | 0.01% | 643 |
|
|
2021
Q4 | $1.57M | Buy |
70,184
+39,928
| +132% | +$894K | ﹤0.01% | 1017 |
|
|
2021
Q3 | $641K | Buy |
30,256
+24,934
| +469% | +$528K | ﹤0.01% | 1404 |
|
|
2021
Q2 | $107K | Buy |
+5,322
| New | +$107K | ﹤0.01% | 1870 |
|