CIM
Cetera Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,264
| Closed | -$411K | – | 56 |
|
|
2017
Q2 | $411K | Sell |
8,264
-2,755
| -25% | -$137K | 0.52% | 62 |
|
|
2017
Q1 | $492K | Sell |
11,019
-6,942
| -39% | -$310K | 0.56% | 61 |
|
|
2016
Q4 | $691K | Sell |
17,961
-2,747
| -13% | -$106K | 0.52% | 73 |
|
|
2016
Q3 | $813K | Sell |
20,708
-2,563
| -11% | -$101K | 0.52% | 71 |
|
|
2016
Q2 | $952K | Sell |
23,271
-2,594
| -10% | -$106K | 0.56% | 64 |
|
|
2016
Q1 | $1.06M | Sell |
25,865
-1,675
| -6% | -$68.8K | 0.55% | 65 |
|
|
2015
Q4 | $1M | Buy |
+27,540
| New | +$1M | 0.41% | 92 |
|