Blue Chip Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,485
| Closed | -$291K | – | 100 |
|
|
2019
Q4 | $291K | Sell |
5,485
-1
| -0% | -$53 | 0.27% | 81 |
|
|
2019
Q3 | $302K | Hold |
5,486
| – | – | 0.32% | 72 |
|
|
2019
Q2 | $313K | Sell |
5,486
-326
| -6% | -$18.6K | 0.33% | 69 |
|
|
2019
Q1 | $312K | Sell |
5,812
-9
| -0.2% | -$483 | 0.35% | 68 |
|
|
2018
Q4 | $263K | Sell |
5,821
-839
| -13% | -$37.9K | 0.35% | 74 |
|
|
2018
Q3 | $343K | Sell |
6,660
-999
| -13% | -$51.5K | 0.35% | 70 |
|
|
2018
Q2 | $337K | Buy |
7,659
+61
| +0.8% | +$2.68K | 0.37% | 71 |
|
|
2018
Q1 | $348K | Buy |
+7,598
| New | +$348K | 0.36% | 65 |
|