KJWM
OAK

Kiley Juergens Wealth Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Kiley Juergens Wealth Management’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-853
Closed -$35K – 758
2018
Q3 		$35K Hold
853
– – 0.03% 283
2018
Q2 		$34K Buy
+853
New +$34K 0.03% 251
2018
Q1 		– Sell
-853
Closed -$35K – 686
2017
Q4 		$35K Buy
+853
New +$35K 0.03% 254