JPLA
Joseph P. Lucia & Associates’s Oaktree Specialty Lending OCSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-525
| Closed | -$3K | – | 339 |
|
|
2022
Q2 | $3K | Hold |
525
| – | – | ﹤0.01% | 380 |
|
|
2022
Q1 | $4K | Buy |
+525
| New | +$4K | ﹤0.01% | 370 |
|
|
2021
Q4 | – | Sell |
-525
| Closed | -$4K | – | 417 |
|
|
2021
Q3 | $4K | Hold |
525
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $4K | Hold |
525
| – | – | ﹤0.01% | 461 |
|
|
2021
Q1 | $3K | Hold |
525
| – | – | ﹤0.01% | 467 |
|
|
2020
Q4 | $3K | Buy |
+525
| New | +$3K | ﹤0.01% | 428 |
|
|
2020
Q3 | – | Sell |
-525
| Closed | -$2K | – | 340 |
|
|
2020
Q2 | $2K | Hold |
525
| – | – | ﹤0.01% | 439 |
|
|
2020
Q1 | $2K | Hold |
525
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $3K | Sell |
525
-1,000
| -66% | -$5.71K | ﹤0.01% | 397 |
|
|
2019
Q3 | $8K | Hold |
1,525
| – | – | 0.01% | 336 |
|
|
2019
Q2 | $8K | Sell |
1,525
-1,257
| -45% | -$6.59K | 0.01% | 324 |
|
|
2019
Q1 | $525 | Buy |
+2,782
| New | +$525 | 0.04% | 157 |
|