United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-15,318
| Closed | -$293K | – | 1252 |
|
|
2015
Q4 | $293K | Sell |
15,318
-4,478
| -23% | -$85.7K | ﹤0.01% | 1026 |
|
|
2015
Q3 | $366K | Buy |
19,796
+1,756
| +10% | +$32.5K | ﹤0.01% | 992 |
|
|
2015
Q2 | $354K | Buy |
18,040
+4,047
| +29% | +$79.4K | ﹤0.01% | 1027 |
|
|
2015
Q1 | $299K | Buy |
13,993
+5,666
| +68% | +$121K | ﹤0.01% | 1073 |
|
|
2014
Q4 | $200K | Buy |
8,327
+1,592
| +24% | +$38.2K | ﹤0.01% | 1102 |
|
|
2014
Q3 | $185K | Buy |
+6,735
| New | +$185K | ﹤0.01% | 1055 |
|