WealthPLAN Partners’s Oxford Square Capital OXSQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$32.7K Buy
5,553
+262
+5% +$1.54K 0.01% 400
2016
Q2
$28 Buy
+5,291
New +$27.7K ﹤0.01% 2468

Other funds holding OXSQ

WealthPLAN Partners's OXSQ Position: Q3 2016 in Review

WealthPLAN Partners increased its Oxford Square Capital (OXSQ) stake by 5% in Q3 2016, buying an estimated $1.54K and bringing the position to 5,553 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #400.

WealthPLAN Partners first reported a position in OXSQ in Q2 2016 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold OXSQ as of Q3 2016.

  • WealthPLAN Partners held 5,553 shares of Oxford Square Capital worth $32.7K as of Q3 2016.
  • WealthPLAN Partners bought 262 Oxford Square Capital shares in Q3 2016, an estimated $1.54K.
  • Oxford Square Capital made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #400 holding.
  • WealthPLAN Partners first reported a position in Oxford Square Capital in Q2 2016 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Oxford Square Capital as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.