BWA
BDO Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.57M | Buy |
13,168
+70
| +0.5% | +$8.34K | 0.18% | 106 |
|
|
2023
Q1 | $1.22M | Sell |
13,098
-1,042
| -7% | -$96.8K | 0.15% | 111 |
|
|
2022
Q4 | $1.16M | Buy |
14,140
+18
| +0.1% | +$1.47K | 0.14% | 121 |
|
|
2022
Q3 | $862K | Buy |
14,122
+16
| +0.1% | +$977 | 0.11% | 133 |
|
|
2022
Q2 | $986K | Sell |
14,106
-9
| -0.1% | -$629 | 0.12% | 125 |
|
|
2022
Q1 | $1.17M | Sell |
14,115
-436
| -3% | -$36.1K | 0.12% | 121 |
|
|
2021
Q4 | $1.27M | Sell |
14,551
-85
| -0.6% | -$7.41K | 0.13% | 119 |
|
|
2021
Q3 | $1.28M | Sell |
14,636
-105
| -0.7% | -$9.15K | 0.14% | 116 |
|
|
2021
Q2 | $1.15M | Sell |
14,741
-278
| -2% | -$21.6K | 0.13% | 124 |
|
|
2021
Q1 | $1.05M | Buy |
15,019
+801
| +6% | +$56.2K | 0.12% | 125 |
|
|
2020
Q4 | $920K | Sell |
14,218
-1,461
| -9% | -$94.5K | 0.13% | 111 |
|
|
2020
Q3 | $936K | Sell |
15,679
-21
| -0.1% | -$1.25K | 0.15% | 99 |
|
|
2020
Q2 | $868K | Sell |
15,700
-814
| -5% | -$45K | 0.15% | 103 |
|
|
2020
Q1 | $798K | Buy |
16,514
+9,354
| +131% | +$452K | 0.16% | 99 |
|
|
2019
Q4 | $379K | Sell |
7,160
-678
| -9% | -$35.9K | 0.1% | 124 |
|
|
2019
Q3 | $431K | Buy |
7,838
+14
| +0.2% | +$770 | 0.11% | 125 |
|
|
2019
Q2 | $446K | Sell |
7,824
-58
| -0.7% | -$3.31K | 0.12% | 118 |
|
|
2019
Q1 | $423K | Buy |
7,882
+711
| +10% | +$38.2K | 0.12% | 117 |
|
|
2018
Q4 | $324K | Sell |
7,171
-188
| -3% | -$8.49K | 0.11% | 118 |
|
|
2018
Q3 | $379K | Buy |
7,359
+15
| +0.2% | +$773 | 0.12% | 108 |
|
|
2018
Q2 | $324K | Buy |
7,344
+2,635
| +56% | +$116K | 0.11% | 114 |
|
|
2018
Q1 | $215K | Buy |
4,709
+3,204
| +213% | +$146K | 0.08% | 123 |
|
|
2017
Q4 | $71K | Hold |
1,505
| – | – | 0.03% | 179 |
|
|
2017
Q3 | $73K | Sell |
1,505
-3,820
| -72% | -$185K | 0.04% | 159 |
|
|
2017
Q2 | $267K | Buy |
+5,325
| New | +$267K | 0.12% | 112 |
|