WFG Advisors’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $141K | Sell |
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|
2016
Q4 | $179K | Buy |
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|
2016
Q3 | $63K | Hold |
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|
2016
Q2 | $53K | Hold |
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|
2016
Q1 | $54K | Buy |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $9K | Hold |
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|
2014
Q4 | $10K | Sell |
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|
2014
Q3 | $23K | Sell |
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|
2014
Q2 | $32K | Sell |
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|
2014
Q1 | $47K | Buy |
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|
2013
Q4 | $19K | Buy |
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|
2013
Q3 | $21K | Buy |
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