Advocacy Wealth Management Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-391
| Closed | -$21K | – | 177 |
|
|
2019
Q1 | $21K | Sell |
391
-100
| -20% | -$5.37K | 0.02% | 80 |
|
|
2018
Q4 | $22K | Hold |
491
| – | – | 0.02% | 80 |
|
|
2018
Q3 | $25K | Sell |
491
-79
| -14% | -$4.02K | 0.02% | 76 |
|
|
2018
Q2 | $25K | Hold |
570
| – | – | 0.02% | 70 |
|
|
2018
Q1 | $26K | Buy |
570
+59
| +12% | +$2.69K | 0.02% | 69 |
|
|
2017
Q4 | $24K | Sell |
511
-167
| -25% | -$7.84K | 0.02% | 93 |
|
|
2017
Q3 | $33K | Hold |
678
| – | – | 0.01% | 90 |
|
|
2017
Q2 | $34K | Hold |
678
| – | – | 0.01% | 95 |
|
|
2017
Q1 | $30K | Hold |
678
| – | – | 0.01% | 115 |
|
|
2016
Q4 | $26K | Sell |
678
-51
| -7% | -$1.96K | 0.01% | 122 |
|
|
2016
Q3 | $29K | Sell |
729
-358
| -33% | -$14.2K | 0.01% | 154 |
|
|
2016
Q2 | $44K | Sell |
1,087
-89
| -8% | -$3.6K | 0.02% | 157 |
|
|
2016
Q1 | $48K | Buy |
1,176
+424
| +56% | +$17.3K | 0.03% | 187 |
|
|
2015
Q4 | $28K | Buy |
+752
| New | +$28K | 0.03% | 229 |
|
|
2013
Q3 | $7K | Hold |
210
| – | – | 0.02% | 235 |
|
|
2013
Q2 | $6K | Buy |
+210
| New | +$6K | 0.02% | 201 |
|