TA
TruWealth Advisors’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Hold |
42,803
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $627K | Hold |
42,803
| – | – | 0.04% | 99 |
|
|
2024
Q4 | $647K | Buy |
+42,803
| New | +$647K | 0.04% | 98 |
|
|
2024
Q3 | – | Sell |
-50,992
| Closed | -$783K | – | 168 |
|
|
2024
Q2 | $783K | Sell |
50,992
-1,652
| -3% | -$25.4K | 0.05% | 86 |
|
|
2024
Q1 | $810K | Buy |
+52,644
| New | +$810K | 0.06% | 87 |
|
|
2021
Q4 | – | Sell |
-104,424
| Closed | -$1.47M | – | 128 |
|
|
2021
Q3 | $1.47M | Sell |
104,424
-6,523
| -6% | -$92.1K | 0.16% | 56 |
|
|
2021
Q2 | $1.58M | Hold |
110,947
| – | – | 0.19% | 51 |
|
|
2021
Q1 | $1.53M | Buy |
110,947
+9,378
| +9% | +$129K | 0.21% | 45 |
|
|
2020
Q4 | $1.29M | Buy |
+101,569
| New | +$1.29M | 0.19% | 46 |
|