NW
Naviter Wealth’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
408,041
+59,685
| +17% | +$877K | 0.74% | 25 |
|
|
2025
Q1 | $5.24M | Buy |
348,356
+32,804
| +10% | +$493K | 0.64% | 33 |
|
|
2024
Q4 | $4.89M | Sell |
315,552
-16,177
| -5% | -$251K | 0.59% | 33 |
|
|
2024
Q3 | $4.96M | Buy |
331,729
+12,141
| +4% | +$181K | 0.69% | 34 |
|
|
2024
Q2 | $5.03M | Buy |
319,588
+42,379
| +15% | +$667K | 0.75% | 28 |
|
|
2024
Q1 | $4.36M | Buy |
277,209
+258,400
| +1,374% | +$4.07M | 0.71% | 28 |
|
|
2023
Q4 | $284K | Buy |
18,809
+2,000
| +12% | +$30.2K | 0.06% | 187 |
|
|
2023
Q3 | $238K | Hold |
16,809
| – | – | 0.06% | 184 |
|
|
2023
Q2 | $231K | Hold |
16,809
| – | – | 0.06% | 205 |
|
|
2023
Q1 | $218K | Buy |
+16,809
| New | +$218K | 0.08% | 175 |
|