Walter & Keenan Wealth Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $775K | Hold |
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|
2019
Q1 | $777K | Hold |
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|
2018
Q4 | $622K | Hold |
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|
2018
Q3 | $648 | Hold |
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|
2018
Q2 | $636K | Buy |
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|
2018
Q1 | $610K | Buy |
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|
2017
Q4 | $648K | Sell |
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|
2017
Q3 | $739K | Sell |
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|
2017
Q2 | $741K | Hold |
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|
2017
Q1 | $720K | Buy |
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|
2016
Q4 | $589K | Sell |
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|
2016
Q3 | $674K | Sell |
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|
2016
Q2 | $801K | Sell |
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|
2016
Q1 | $918K | Buy |
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|
2015
Q4 | $864K | Buy |
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|
2015
Q3 | $851K | Buy |
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|
2015
Q2 | $808K | Buy |
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|
2015
Q1 | $620K | Buy |
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|
2014
Q4 | $544K | Buy |
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|
2014
Q3 | $485K | Buy |
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