Total Clarity Wealth Management’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-17,887
| Closed | -$270K | – | 323 |
|
2025
Q1 | $270K | Hold |
17,887
| – | – | 0.09% | 207 |
|
2024
Q4 | $270K | Buy |
17,887
+3,514
| +24% | +$53.1K | 0.09% | 208 |
|
2024
Q3 | $209K | Buy |
14,373
+615
| +4% | +$8.96K | 0.07% | 237 |
|
2024
Q2 | $211K | Buy |
13,758
+2,705
| +24% | +$41.5K | 0.07% | 230 |
|
2024
Q1 | $170K | Buy |
+11,053
| New | +$170K | 0.06% | 257 |
|
2022
Q1 | – | Sell |
-6,759
| Closed | -$96K | – | 674 |
|
2021
Q4 | $96K | Sell |
6,759
-1,127
| -14% | -$16K | 0.04% | 322 |
|
2021
Q3 | $111K | Buy |
+7,886
| New | +$111K | 0.05% | 291 |
|
2021
Q2 | – | Sell |
-725
| Closed | -$10K | – | 558 |
|
2021
Q1 | $10K | Buy |
+725
| New | +$10K | 0.01% | 566 |
|