TCWA
Turtle Creek Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $430K | Sell |
29,964
-153,789
| -84% | -$2.21M | 0.05% | 186 |
|
2025
Q1 | $2.69M | Buy |
183,753
+165,926
| +931% | +$2.43M | 0.4% | 68 |
|
2024
Q4 | $270K | Sell |
17,827
-1,210
| -6% | -$18.3K | 0.06% | 72 |
|
2024
Q3 | $277K | Buy |
19,037
+1,600
| +9% | +$23.3K | 0.06% | 142 |
|
2024
Q2 | $268K | Hold |
17,437
| – | – | 0.06% | 131 |
|
2024
Q1 | $268K | Buy |
+17,437
| New | +$268K | 0.07% | 129 |
|