Clearview Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10
| Closed | -$1.19K | – | 462 |
|
2023
Q2 | $1.19K | Buy |
+10
| New | +$1.19K | ﹤0.01% | 584 |
|
2022
Q1 | – | Sell |
-246
| Closed | -$21K | – | 672 |
|
2021
Q4 | $21K | Hold |
246
| – | – | 0.01% | 328 |
|
2021
Q3 | $21K | Hold |
246
| – | – | 0.01% | 329 |
|
2021
Q2 | $19K | Hold |
246
| – | – | 0.01% | 349 |
|
2021
Q1 | $17K | Hold |
246
| – | – | 0.01% | 354 |
|
2020
Q4 | $16K | Buy |
+246
| New | +$16K | 0.01% | 323 |
|