Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-400
| Closed | -$16K | – | 2597 |
|
|
2018
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 1408 |
|
|
2018
Q1 | $16K | Sell |
400
-400
| -50% | -$16K | ﹤0.01% | 1385 |
|
|
2017
Q4 | $34K | Sell |
800
-500
| -38% | -$21.3K | ﹤0.01% | 1156 |
|
|
2017
Q3 | $61K | Sell |
1,300
-1,071
| -45% | -$50.3K | 0.01% | 897 |
|
|
2017
Q2 | $110K | Buy |
+2,371
| New | +$110K | 0.01% | 660 |
|