WealthPLAN Partners’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-474
| Closed | -$21.8K | – | 472 |
|
|
2017
Q1 | $21.8K | Buy |
+474
| New | +$21.8K | 0.08% | 178 |
|
|
2016
Q3 | $48.4K | Sell |
1,170
-1,349
| -54% | -$55.8K | 0.02% | 341 |
|
|
2016
Q2 | $51.8K | Buy |
+2,519
| New | +$51.8K | 0.01% | 906 |
|
|
2015
Q2 | – | Sell |
-80
| Closed | -$4K | – | 531 |
|
|
2015
Q1 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 448 |
|