Stockman Wealth Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,000
| Closed | -$282K | – | 159 |
|
|
2017
Q3 | $282K | Hold |
6,000
| – | – | 0.13% | 115 |
|
|
2017
Q2 | $280K | Hold |
6,000
| – | – | 0.28% | 89 |
|
|
2017
Q1 | $272K | Hold |
6,000
| – | – | 0.15% | 108 |
|
|
2016
Q4 | $225K | Hold |
6,000
| – | – | 0.14% | 111 |
|
|
2016
Q3 | $254K | Buy |
+6,000
| New | +$254K | 0.16% | 99 |
|