CWM
C2C Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,990
| Closed | -$530K | – | 191 |
|
|
2023
Q3 | $530K | Hold |
4,990
| – | – | 0.08% | 136 |
|
|
2023
Q2 | $594K | Hold |
4,990
| – | – | 0.08% | 133 |
|
|
2023
Q1 | $469K | Hold |
4,990
| – | – | 0.08% | 152 |
|
|
2022
Q4 | $430K | Hold |
4,990
| – | – | 0.07% | 112 |
|
|
2022
Q3 | $328K | Sell |
4,990
-500
| -9% | -$32.9K | 0.06% | 130 |
|
|
2022
Q2 | $397K | Hold |
5,490
| – | – | 0.07% | 121 |
|
|
2022
Q1 | $443K | Buy |
5,490
+500
| +10% | +$40.3K | 0.08% | 126 |
|
|
2021
Q4 | $435K | Buy |
+4,990
| New | +$435K | 0.06% | 138 |
|