TFA
Trinity Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-448,873
| Closed | -$8.82M | – | 86 |
|
|
2024
Q1 | $8.82M | Sell |
448,873
-36,017
| -7% | -$708K | 3.97% | 8 |
|
|
2023
Q4 | $9.9M | Buy |
484,890
+249,714
| +106% | +$5.1M | 4.83% | 6 |
|
|
2023
Q3 | $4.73M | Buy |
+235,176
| New | +$4.73M | 2.52% | 11 |
|