CPA
Clear Perspective Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.17M | Buy |
13,409
+575
| +4% | +$50.1K | 0.35% | 49 |
|
|
2021
Q3 | $1.12M | Sell |
12,834
-90
| -0.7% | -$7.84K | 0.38% | 45 |
|
|
2021
Q2 | $1.01M | Buy |
12,924
+98
| +0.8% | +$7.63K | 0.35% | 53 |
|
|
2021
Q1 | $900K | Buy |
12,826
+748
| +6% | +$52.5K | 0.35% | 59 |
|
|
2020
Q4 | $781K | Sell |
12,078
-636
| -5% | -$41.1K | 0.32% | 56 |
|
|
2020
Q3 | $2.8K | Sell |
12,714
-68
| -0.5% | -$15 | 1.31% | 16 |
|
|
2020
Q2 | $706K | Hold |
12,782
| – | – | 0.39% | 48 |
|
|
2020
Q1 | $618K | Sell |
12,782
-2,844
| -18% | -$138K | 0.41% | 48 |
|
|
2019
Q4 | $828K | Buy |
15,626
+233
| +2% | +$12.3K | 0.51% | 49 |
|
|
2019
Q3 | $847K | Sell |
15,393
-50
| -0.3% | -$2.75K | 0.38% | 58 |
|
|
2019
Q2 | $880K | Buy |
15,443
+150
| +1% | +$8.55K | 0.56% | 43 |
|
|
2019
Q1 | $833K | Sell |
15,293
-2,489
| -14% | -$136K | 0.59% | 47 |
|
|
2018
Q4 | $803K | Buy |
17,782
+321
| +2% | +$14.5K | 0.67% | 38 |
|
|
2018
Q3 | $900K | Sell |
17,461
-264
| -1% | -$13.6K | 0.67% | 40 |
|
|
2018
Q2 | $781K | Sell |
17,725
-12
| -0.1% | -$529 | 0.55% | 47 |
|
|
2018
Q1 | $811K | Sell |
17,737
-4,943
| -22% | -$226K | 0.61% | 39 |
|
|
2017
Q4 | $1.07M | Buy |
22,680
+323
| +1% | +$15.3K | 0.82% | 27 |
|
|
2017
Q3 | $1.08M | Sell |
22,357
-13
| -0.1% | -$629 | 0.88% | 26 |
|
|
2017
Q2 | $1.12M | Buy |
22,370
+1,090
| +5% | +$54.7K | 0.94% | 30 |
|
|
2017
Q1 | $949K | Sell |
21,280
-310
| -1% | -$13.8K | 0.63% | 35 |
|
|
2016
Q4 | $830K | Buy |
+21,590
| New | +$830K | 0.55% | 40 |
|