Laird Norton Wetherby Wealth Management’s Oxford Lane Capital OXLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,700
| Closed | -$57.8K | – | 962 |
|
|
2023
Q4 | $57.8K | Buy |
11,700
+1,700
| +17% | +$8.4K | ﹤0.01% | 897 |
|
|
2023
Q3 | $49.9K | Buy |
+10,000
| New | +$49.9K | ﹤0.01% | 885 |
|
|
2023
Q1 | – | Sell |
-15,000
| Closed | -$76.1K | – | 924 |
|
|
2022
Q4 | $76.1K | Buy |
+15,000
| New | +$76.1K | ﹤0.01% | 864 |
|
|
2022
Q3 | – | Sell |
-15,000
| Closed | -$85K | – | 913 |
|
|
2022
Q2 | $85K | Sell |
15,000
-5,000
| -25% | -$28.3K | 0.01% | 873 |
|
|
2022
Q1 | $145K | Buy |
+20,000
| New | +$145K | 0.01% | 873 |
|