Beacon Pointe Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $585K | Buy |
11,063
+2,679
| +32% | +$142K | 0.11% | 144 |
|
|
2019
Q3 | $463K | Sell |
8,384
-906
| -10% | -$50K | 0.1% | 164 |
|
|
2019
Q2 | $530K | Sell |
9,290
-17
| -0.2% | -$970 | 0.11% | 156 |
|
|
2019
Q1 | $499K | Sell |
9,307
-1,851
| -17% | -$99.2K | 0.11% | 150 |
|
|
2018
Q4 | $504K | Buy |
+11,158
| New | +$504K | 0.18% | 128 |
|