West Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-39
| Closed | -$800 | – | 163 |
|
|
2023
Q4 | $800 | Buy |
39
+1
| +3% | +$21 | ﹤0.01% | 148 |
|
|
2023
Q3 | $767 | Buy |
38
+1
| +3% | +$20 | ﹤0.01% | 188 |
|
|
2023
Q2 | $720 | Buy |
37
+1
| +3% | +$19 | ﹤0.01% | 168 |
|
|
2023
Q1 | $676 | Buy |
36
+1
| +3% | +$19 | ﹤0.01% | 152 |
|
|
2022
Q4 | $724 | Buy |
35
+1
| +3% | +$21 | ﹤0.01% | 150 |
|
|
2022
Q3 | $1K | Buy |
34
+1
| +3% | +$29 | ﹤0.01% | 171 |
|
|
2022
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 157 |
|