BBA
Braun-Bostich & Associates’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,192
| Closed | -$203K | – | 114 |
|
|
2024
Q3 | $203K | Buy |
+1,192
| New | +$203K | 0.14% | 112 |
|
|
2020
Q4 | – | Sell |
-628
| Closed | -$37K | – | 164 |
|
|
2020
Q3 | $37K | Sell |
628
-370
| -37% | -$21.8K | 0.04% | 167 |
|
|
2020
Q2 | $55K | Hold |
998
| – | – | 0.05% | 127 |
|
|
2020
Q1 | $49K | Hold |
998
| – | – | 0.06% | 134 |
|
|
2019
Q4 | $54K | Buy |
+998
| New | +$54K | 0.05% | 143 |
|
|
2019
Q3 | – | Sell |
-3,419
| Closed | -$195K | – | 234 |
|
|
2019
Q2 | $195K | Hold |
3,419
| – | – | 0.2% | 98 |
|
|
2019
Q1 | $184K | Sell |
3,419
-675
| -16% | -$36.3K | 0.19% | 106 |
|
|
2018
Q4 | $185K | Sell |
4,094
-9,800
| -71% | -$443K | 0.2% | 100 |
|
|
2018
Q3 | $716K | Sell |
13,894
-537
| -4% | -$27.7K | 0.69% | 47 |
|
|
2018
Q2 | $636K | Sell |
14,431
-322
| -2% | -$14.2K | 0.64% | 52 |
|
|
2018
Q1 | $675K | Sell |
14,753
-1,003
| -6% | -$45.9K | 0.58% | 54 |
|
|
2017
Q4 | $745K | Buy |
+15,756
| New | +$745K | 0.63% | 42 |
|