Arlington Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-40,809
| Closed | -$2.16M | – | 58 |
|
2019
Q4 | $2.16M | Buy |
40,809
+217
| +0.5% | +$11.5K | 1.2% | 26 |
|
2019
Q3 | $2.23M | Sell |
40,592
-2,787
| -6% | -$153K | 1.28% | 27 |
|
2019
Q2 | $2.47M | Sell |
43,379
-101
| -0.2% | -$5.75K | 1.42% | 24 |
|
2019
Q1 | $2.34M | Sell |
43,480
-507
| -1% | -$27.2K | 1.33% | 27 |
|
2018
Q4 | $1.99M | Buy |
43,987
+1,652
| +4% | +$74.6K | 0.84% | 39 |
|
2018
Q3 | $2.14M | Buy |
42,335
+40
| +0.1% | +$2.03K | 1.29% | 25 |
|
2018
Q2 | $2.02M | Buy |
42,295
+2,902
| +7% | +$138K | 1.17% | 27 |
|
2018
Q1 | $1.8M | Buy |
39,393
+11
| +0% | +$502 | 1.18% | 26 |
|
2017
Q4 | $2.04M | Buy |
+39,382
| New | +$2.04M | 0.96% | 27 |
|