BIA
Barry Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-123,099
| Closed | -$7.35M | – | 107 |
|
|
2020
Q3 | $7.35M | Sell |
123,099
-2,496
| -2% | -$149K | 2.52% | 17 |
|
|
2020
Q2 | $6.94M | Sell |
125,595
-2,576
| -2% | -$142K | 2.46% | 18 |
|
|
2020
Q1 | $6.2M | Sell |
128,171
-275
| -0.2% | -$13.3K | 3.07% | 14 |
|
|
2019
Q4 | $7.01M | Buy |
128,446
+1,261
| +1% | +$68.8K | 2.46% | 18 |
|
|
2019
Q3 | $7M | Sell |
127,185
-296
| -0.2% | -$16.3K | 2.53% | 17 |
|
|
2019
Q2 | $7.26M | Sell |
127,481
-2,974
| -2% | -$169K | 2.49% | 16 |
|
|
2019
Q1 | $7.01M | Buy |
130,455
+1,872
| +1% | +$101K | 2.19% | 22 |
|
|
2018
Q4 | $5.81M | Buy |
128,583
+3,300
| +3% | +$149K | 2.17% | 20 |
|
|
2018
Q3 | $6.46M | Buy |
125,283
+3,158
| +3% | +$163K | 2.17% | 21 |
|
|
2018
Q2 | $5.38M | Buy |
+122,125
| New | +$5.38M | 2.06% | 20 |
|