CWM
Cedar Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-573
| Closed | -$97.6K | – | 228 |
|
|
2024
Q3 | $97.6K | Hold |
573
| – | – | 0.03% | 128 |
|
|
2024
Q2 | $80.9K | Hold |
573
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $72K | Buy |
+573
| New | +$72K | 0.02% | 149 |
|
|
2023
Q1 | – | Sell |
-640
| Closed | -$52.3K | – | 307 |
|
|
2022
Q4 | $52.3K | Hold |
640
| – | – | 0.03% | 141 |
|
|
2022
Q3 | $39K | Sell |
640
-64
| -9% | -$3.9K | 0.02% | 178 |
|
|
2022
Q2 | $49K | Hold |
704
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $58K | Hold |
704
| – | – | 0.02% | 177 |
|
|
2021
Q4 | $61K | Hold |
704
| – | – | 0.02% | 175 |
|
|
2021
Q3 | $61K | Hold |
704
| – | – | 0.03% | 151 |
|
|
2021
Q2 | $55K | Sell |
704
-243
| -26% | -$19K | 0.02% | 163 |
|
|
2021
Q1 | $66K | Buy |
+947
| New | +$66K | 0.03% | 146 |
|