BAM
Baldrige Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $18K | Hold |
191
| – | – | 0.01% | 226 |
|
|
2022
Q4 | $16K | Hold |
191
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $12K | Hold |
191
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $13K | Hold |
191
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $16K | Sell |
191
-169
| -47% | -$14.2K | 0.01% | 243 |
|
|
2021
Q4 | $31K | Hold |
360
| – | – | 0.01% | 201 |
|
|
2021
Q3 | $31K | Hold |
360
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $28K | Buy |
+360
| New | +$28K | 0.01% | 211 |
|