WWA
WCG Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-48,527
| Closed | -$707K | – | 311 |
|
|
2024
Q3 | $707K | Sell |
48,527
-6,037
| -11% | -$88K | 0.05% | 248 |
|
|
2024
Q2 | $838K | Buy |
54,564
+5,801
| +12% | +$89.1K | 0.06% | 211 |
|
|
2024
Q1 | $750K | Sell |
48,763
-339
| -0.7% | -$5.21K | 0.06% | 202 |
|
|
2023
Q4 | $725K | Buy |
49,102
+7,469
| +18% | +$110K | 0.05% | 221 |
|
|
2023
Q3 | $577K | Buy |
+41,633
| New | +$577K | 0.04% | 233 |
|