WIM
OAK
Westside Investment Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $59 | Buy |
+1,210
| New | +$59 | ﹤0.01% | 298 |
|
|
2018
Q4 | $697K | Sell |
17,525
-1,300
| -7% | -$51.7K | 0.26% | 70 |
|
|
2018
Q3 | $786K | Sell |
18,825
-150
| -0.8% | -$6.26K | 0.25% | 65 |
|
|
2018
Q2 | $780K | Sell |
18,975
-50
| -0.3% | -$2.06K | 0.27% | 61 |
|
|
2018
Q1 | $750K | Sell |
19,025
-50
| -0.3% | -$1.97K | 0.41% | 58 |
|
|
2017
Q4 | $835K | Hold |
19,075
| – | – | 0.45% | 52 |
|
|
2017
Q3 | $895K | Hold |
19,075
| – | – | 0.54% | 50 |
|
|
2017
Q2 | $889K | Buy |
19,075
+100
| +0.5% | +$4.66K | 0.58% | 45 |
|
|
2017
Q1 | $873K | Buy |
18,975
+8,225
| +77% | +$378K | 0.42% | 40 |
|
|
2016
Q4 | $442K | Buy |
+10,750
| New | +$442K | 0.3% | 54 |
|