SWM
Selective Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,895
| Closed | -$17K | – | 530 |
|
|
2022
Q3 | $17K | Hold |
2,895
| – | – | 0.01% | 451 |
|
|
2022
Q2 | $19K | Hold |
2,895
| – | – | 0.01% | 476 |
|
|
2022
Q1 | $21K | Buy |
2,895
+1,895
| +190% | +$13.7K | 0.01% | 436 |
|
|
2021
Q4 | $7K | Sell |
1,000
-895
| -47% | -$6.27K | ﹤0.01% | 523 |
|
|
2021
Q3 | $13K | Sell |
1,895
-1,000
| -35% | -$6.86K | 0.01% | 403 |
|
|
2021
Q2 | $19K | Hold |
2,895
| – | – | 0.02% | 283 |
|
|
2021
Q1 | $18K | Hold |
2,895
| – | – | 0.02% | 203 |
|
|
2020
Q4 | $16K | Hold |
2,895
| – | – | 0.01% | 204 |
|
|
2020
Q3 | $14K | Hold |
2,895
| – | – | 0.01% | 182 |
|
|
2020
Q2 | $13K | Hold |
2,895
| – | – | 0.01% | 218 |
|
|
2020
Q1 | $9K | Hold |
2,895
| – | – | 0.01% | 159 |
|
|
2019
Q4 | $16K | Hold |
2,895
| – | – | 0.02% | 135 |
|
|
2019
Q3 | $15K | Buy |
+2,895
| New | +$15K | 0.02% | 142 |
|
|
2018
Q3 | $14K | Buy |
+2,895
| New | +$14K | 0.17% | 72 |
|