V Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $181K | Sell |
13,065
-34,774
| -73% | -$482K | 0.15% | 107 |
|
|
2023
Q2 | $642K | Buy |
47,839
+2,910
| +6% | +$39.1K | 0.11% | 172 |
|
|
2023
Q1 | $567K | Buy |
44,929
+104
| +0.2% | +$1.31K | 0.11% | 182 |
|
|
2022
Q4 | $518K | Sell |
44,825
-3,819
| -8% | -$44.1K | 0.11% | 185 |
|
|
2022
Q3 | $504K | Sell |
48,644
-2,033
| -4% | -$21.1K | 0.1% | 197 |
|
|
2022
Q2 | $625K | Buy |
50,677
+4,022
| +9% | +$49.6K | 0.12% | 187 |
|
|
2022
Q1 | $690K | Buy |
46,655
+407
| +0.9% | +$6.02K | 0.11% | 196 |
|
|
2021
Q4 | $655K | Buy |
46,248
+11,035
| +31% | +$156K | 0.1% | 207 |
|
|
2021
Q3 | $497K | Buy |
35,213
+2,681
| +8% | +$37.8K | 0.08% | 267 |
|
|
2021
Q2 | $464K | Buy |
32,532
+12,025
| +59% | +$172K | 0.07% | 289 |
|
|
2021
Q1 | $282K | Buy |
+20,507
| New | +$282K | 0.05% | 340 |
|