Atlas Private Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-247
| Closed | -$22K | – | 537 |
|
|
2021
Q3 | $22K | Buy |
247
+30
| +14% | +$2.67K | 0.01% | 342 |
|
|
2021
Q2 | $17K | Buy |
217
+15
| +7% | +$1.18K | 0.01% | 391 |
|
|
2021
Q1 | $14K | Hold |
202
| – | – | 0.01% | 447 |
|
|
2020
Q4 | $13K | Hold |
202
| – | – | 0.01% | 398 |
|
|
2020
Q3 | $12K | Hold |
202
| – | – | 0.01% | 370 |
|
|
2020
Q2 | $11K | Buy |
+202
| New | +$11K | 0.01% | 397 |
|