Asset Planning Services (Pennsylvania)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-214
| Closed | -$10K | – | 275 |
|
2018
Q4 | $10K | Hold |
214
| – | – | 0.01% | 198 |
|
2018
Q3 | $11K | Hold |
214
| – | – | 0.01% | 195 |
|
2018
Q2 | $9K | Hold |
214
| – | – | ﹤0.01% | 207 |
|
2018
Q1 | $10K | Hold |
214
| – | – | 0.01% | 207 |
|
2017
Q4 | $10K | Buy |
+214
| New | +$10K | 0.01% | 211 |
|