Naviter Wealth’s Blue Owl Capital OWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,243	Closed	-$133K	–	229
2023 Q3	$133K	Sell	10,243 -500	-5%	-$6.48K	0.03%	203
2023 Q2	$125K	Hold	10,743	–	–	0.03%	225
2023 Q1	$119K	Buy	+10,743	New	+$119K	0.04%	188