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Wealthcare Advisory Partners’s Oxford Square Capital OXSQ Stock Holding History

Wealthcare Advisory Partners’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,695
Closed -$8K – 1444
2021
Q1 		$8K Buy
+1,695
New +$6.59K ﹤0.01% 1528

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Legal & General Group
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BlackRock
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Commonwealth Equity Services
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MSAM
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IAIM
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wealthcare Advisory Partners's OXSQ Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Oxford Square Capital (OXSQ) in Q2 2021, closing a stake of 1,695 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in OXSQ in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Oxford Square Capital position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,695 Oxford Square Capital shares in Q2 2021, an estimated $8K.
  • Wealthcare Advisory Partners first reported a position in Oxford Square Capital in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Oxford Square Capital position peaked at $8K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.