ARS Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Sell |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $272K | Buy |
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|
2019
Q1 | $251K | Buy |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $235K | Sell |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $296K | Buy |
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|
2017
Q2 | $281K | Sell |
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|
2017
Q1 | $261K | Sell |
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|
2016
Q4 | $246K | Buy |
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|
2016
Q3 | $213K | Buy |
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