YWP
OAK

YorkBridge Wealth Partners’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

YorkBridge Wealth Partners’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,250
Closed -$59K – 939
2017
Q3 		$59K Sell
1,250
-2,140
-63% -$101K 0.03% 357
2017
Q2 		$158K Hold
3,390
– – 0.08% 196
2017
Q1 		$157K Sell
3,390
-3,179
-48% -$147K 0.08% 194
2016
Q4 		$268K Buy
+6,569
New +$268K 0.16% 128