Klingman & Associates’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-14,850
| Closed | -$242K | – | 267 |
|
2024
Q3 | $242K | Hold |
14,850
| – | – | 0.02% | 244 |
|
2024
Q2 | $279K | Hold |
14,850
| – | – | 0.02% | 201 |
|
2024
Q1 | $292K | Hold |
14,850
| – | – | 0.02% | 194 |
|
2023
Q4 | $303K | Hold |
14,850
| – | – | 0.02% | 183 |
|
2023
Q3 | $299K | Buy |
+14,850
| New | +$299K | 0.02% | 179 |
|
2015
Q4 | – | Sell |
-517
| Closed | -$9K | – | 422 |
|
2015
Q3 | $9K | Buy |
+517
| New | +$9K | ﹤0.01% | 316 |
|