Clear Point Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-559
| Closed | -$95.3K | – | 398 |
|
|
2024
Q3 | $95.3K | Buy |
559
+1
| +0.2% | +$171 | 0.07% | 153 |
|
|
2024
Q2 | $78.8K | Buy |
558
+169
| +43% | +$23.9K | 0.06% | 157 |
|
|
2024
Q1 | $48.9K | Buy |
389
+1
| +0.3% | +$126 | 0.04% | 205 |
|
|
2023
Q4 | $40.9K | Buy |
+388
| New | +$40.9K | 0.04% | 202 |
|