Aris Wealth Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $77K | Sell |
2,122
-4,615
| -69% | -$167K | 0.16% | 64 |
|
|
2015
Q2 | $272K | Buy |
6,737
+212
| +3% | +$8.56K | 0.25% | 90 |
|
|
2015
Q1 | $282K | Buy |
6,525
+831
| +15% | +$35.9K | 0.26% | 87 |
|
|
2014
Q4 | $256K | Buy |
+5,694
| New | +$256K | 0.29% | 93 |
|
|
2014
Q1 | – | Sell |
-11,589
| Closed | -$443K | – | 100 |
|
|
2013
Q4 | $443K | Sell |
11,589
-9,151
| -44% | -$350K | 0.75% | 48 |
|
|
2013
Q3 | $688K | Buy |
20,740
+3,019
| +17% | +$100K | 1.26% | 15 |
|
|
2013
Q2 | $544K | Buy |
+17,721
| New | +$544K | 1.16% | 17 |
|