CWM
CMH Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-31,330
| Closed | -$1.41M | – | 61 |
|
|
2018
Q2 | $1.41M | Sell |
31,330
-2,735
| -8% | -$123K | 0.81% | 44 |
|
|
2018
Q1 | $1.53M | Buy |
34,065
+465
| +1% | +$20.9K | 1.03% | 37 |
|
|
2017
Q4 | $1.57M | Buy |
33,600
+65
| +0.2% | +$3.03K | 1.04% | 37 |
|
|
2017
Q3 | $1.64M | Buy |
33,535
+190
| +0.6% | +$9.28K | 1.22% | 30 |
|
|
2017
Q2 | $1.66M | Sell |
33,345
-190
| -0.6% | -$9.47K | 1.32% | 31 |
|
|
2017
Q1 | $1.48M | Sell |
33,535
-305
| -0.9% | -$13.5K | 1.16% | 35 |
|
|
2016
Q4 | $1.32M | Buy |
+33,840
| New | +$1.32M | 1.16% | 35 |
|