Spire Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78.4K | Buy |
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|
2025
Q2 | $58.9K | Sell |
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|
2025
Q1 | $70K | Buy |
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|
2024
Q4 | $68.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $33K | Hold |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $144K | Hold |
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|
2021
Q1 | $133K | Buy |
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