Catamount Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-100
| Closed | -$5K | – | 193 |
|
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 162 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$8K | – | 170 |
|
|
2016
Q2 | $8K | Sell |
200
-156
| -44% | -$6.24K | 0.01% | 102 |
|
|
2016
Q1 | $15K | Buy |
356
+156
| +78% | +$6.57K | 0.02% | 88 |
|
|
2015
Q4 | $7K | Hold |
200
| – | – | 0.01% | 99 |
|
|
2015
Q3 | $7K | Hold |
200
| – | – | 0.01% | 100 |
|
|
2015
Q2 | $8K | Hold |
200
| – | – | 0.01% | 123 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | 0.01% | 104 |
|
|
2014
Q4 | $9K | Buy |
+200
| New | +$9K | 0.01% | 90 |
|