Atlas Private Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-701
| Closed | -$49K | – | 300 |
|
|
2021
Q1 | $49K | Hold |
701
| – | – | 0.03% | 185 |
|
|
2020
Q4 | $45K | Hold |
701
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $42K | Sell |
701
-350
| -33% | -$21K | 0.03% | 197 |
|
|
2020
Q2 | $58K | Sell |
1,051
-50
| -5% | -$2.76K | 0.05% | 184 |
|
|
2020
Q1 | $53K | Buy |
1,101
+1
| +0.1% | +$48 | 0.05% | 177 |
|
|
2019
Q4 | $58K | Buy |
+1,100
| New | +$58K | 0.04% | 197 |
|