Visionary 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
Q3 | – | Sell |
-80,419
| Closed | -$1.51M | – | 547 |
|
|
2024
Q2 | $1.51M | Buy |
80,419
+132
| +0.2% | +$2.48K | 0.1% | 200 |
|
|
2024
Q1 | $1.58M | Sell |
80,287
-8,529
| -10% | -$168K | 0.11% | 192 |
|
|
2023
Q4 | $1.81M | Buy |
88,816
+2,741
| +3% | +$56K | 0.13% | 166 |
|
|
2023
Q3 | $1.73M | Buy |
86,075
+4,627
| +6% | +$93.1K | 0.14% | 155 |
|
|
2023
Q2 | $1.58M | Buy |
81,448
+3,772
| +5% | +$73.3K | 0.13% | 161 |
|
|
2023
Q1 | $1.46M | Buy |
+77,676
| New | +$1.46M | 0.12% | 163 |
|
|
2022
Q4 | – | Sell |
-61,149
| Closed | -$1.1M | – | 434 |
|
|
2022
Q3 | $1.1M | Buy |
61,149
+7,103
| +13% | +$128K | 0.11% | 156 |
|
|
2022
Q2 | $1.06M | Buy |
54,046
+4,989
| +10% | +$98K | 0.1% | 168 |
|
|
2022
Q1 | $1.09M | Buy |
49,057
+44,909
| +1,083% | +$993K | 0.09% | 177 |
|
|
2021
Q4 | $93K | Buy |
+4,148
| New | +$93K | 0.01% | 373 |
|