Biegel & Waller’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $457K | Sell |
8,308
-838
| -9% | -$46.1K | 0.26% | 39 |
|
|
2019
Q2 | $521K | Buy |
9,146
+1,845
| +25% | +$105K | 0.27% | 42 |
|
|
2019
Q1 | $392K | Sell |
7,301
-376
| -5% | -$20.2K | 0.2% | 49 |
|
|
2018
Q4 | $347K | Buy |
7,677
+151
| +2% | +$6.83K | 0.21% | 46 |
|
|
2018
Q3 | $388K | Sell |
7,526
-44
| -0.6% | -$2.27K | 0.22% | 41 |
|
|
2018
Q2 | $334K | Buy |
7,570
+3,074
| +68% | +$136K | 0.21% | 43 |
|
|
2018
Q1 | $206K | Hold |
4,496
| – | – | 0.13% | 52 |
|
|
2017
Q4 | $213K | Sell |
4,496
-3,021
| -40% | -$143K | 0.12% | 52 |
|
|
2017
Q3 | $363K | Sell |
7,517
-96
| -1% | -$4.64K | 0.23% | 32 |
|
|
2017
Q2 | $382K | Buy |
7,613
+2,000
| +36% | +$100K | 0.23% | 33 |
|
|
2017
Q1 | $250K | Hold |
5,613
| – | – | 0.17% | 38 |
|
|
2016
Q4 | $225K | Buy |
+5,613
| New | +$225K | 0.16% | 45 |
|