U.S. Capital Wealth Advisors’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-81,535
| Closed | -$1.33M | – | 821 |
|
|
2024
Q3 | $1.33M | Sell |
81,535
-49,925
| -38% | -$814K | 0.05% | 324 |
|
|
2024
Q2 | $2.47M | Sell |
131,460
-3,025
| -2% | -$56.9K | 0.09% | 203 |
|
|
2024
Q1 | $2.64M | Sell |
134,485
-3,025
| -2% | -$59.5K | 0.1% | 192 |
|
|
2023
Q4 | $2.81M | Buy |
137,510
+1,470
| +1% | +$30K | 0.11% | 176 |
|
|
2023
Q3 | $2.74M | Sell |
136,040
-5,349
| -4% | -$108K | 0.12% | 159 |
|
|
2023
Q2 | $2.75M | Buy |
+141,389
| New | +$2.75M | 0.13% | 162 |
|
|
2023
Q1 | – | Sell |
-896
| Closed | -$18.5K | – | 1223 |
|
|
2022
Q4 | $18.5K | Buy |
+896
| New | +$18.5K | ﹤0.01% | 1125 |
|