Mission Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,922
| Closed | -$125K | – | 511 |
|
2022
Q3 | $125K | Buy |
6,922
+533
| +8% | +$9.63K | 0.01% | 461 |
|
2022
Q2 | $126K | Hold |
6,389
| – | – | 0.01% | 472 |
|
2022
Q1 | $141K | Hold |
6,389
| – | – | 0.01% | 485 |
|
2021
Q4 | $143K | Hold |
6,389
| – | – | 0.01% | 498 |
|
2021
Q3 | $135K | Hold |
6,389
| – | – | 0.01% | 475 |
|
2021
Q2 | $128K | Buy |
+6,389
| New | +$128K | 0.01% | 468 |
|