55I LLC’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $722K | Buy |
11,816
+4,085
| +53% | +$250K | 0.02% | 311 |
|
|
2022
Q2 | $540K | Buy |
7,731
+1,084
| +16% | +$75.7K | 0.02% | 341 |
|
|
2022
Q1 | $551K | Buy |
6,647
+3,129
| +89% | +$259K | 0.01% | 343 |
|
|
2021
Q4 | $307K | Buy |
3,518
+820
| +30% | +$71.6K | 0.01% | 415 |
|
|
2021
Q3 | $235K | Buy |
+2,698
| New | +$235K | 0.01% | 438 |
|
|
2020
Q4 | – | Sell |
-6,612
| Closed | -$395K | – | 278 |
|
|
2020
Q3 | $395K | Buy |
6,612
+2,515
| +61% | +$150K | 0.04% | 197 |
|
|
2020
Q2 | $226K | Buy |
+4,097
| New | +$226K | 0.03% | 192 |
|