Concert Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-22,863
| Closed | -$880K | – | 350 |
|
|
2017
Q1 | $880K | Sell |
22,863
-1,507
| -6% | -$58K | 0.2% | 146 |
|
|
2016
Q4 | $939K | Sell |
24,370
-23,905
| -50% | -$921K | 0.21% | 138 |
|
|
2016
Q3 | $1.9M | Sell |
48,275
-877
| -2% | -$34.6K | 0.23% | 108 |
|
|
2016
Q2 | $2M | Buy |
49,152
+3,297
| +7% | +$134K | 0.27% | 91 |
|
|
2016
Q1 | $1.86M | Sell |
45,855
-4
| -0% | -$163 | 0.25% | 104 |
|
|
2015
Q4 | $1.68M | Buy |
45,859
+5,833
| +15% | +$213K | 0.22% | 113 |
|
|
2015
Q3 | $1.45M | Sell |
40,026
-5,293
| -12% | -$192K | 0.2% | 129 |
|
|
2015
Q2 | $1.82M | Buy |
45,319
+3,708
| +9% | +$149K | 0.23% | 103 |
|
|
2015
Q1 | $1.08M | Buy |
41,611
+2,501
| +6% | +$65K | 0.31% | 75 |
|
|
2014
Q4 | $1.74M | Buy |
39,110
+16,858
| +76% | +$750K | 0.27% | 96 |
|
|
2014
Q3 | $851K | Sell |
22,252
-13,126
| -37% | -$502K | 0.11% | 159 |
|
|
2014
Q2 | $1.35M | Buy |
35,378
+4,831
| +16% | +$184K | 0.17% | 88 |
|
|
2014
Q1 | $1.21M | Sell |
30,547
-3,987
| -12% | -$158K | 0.15% | 106 |
|
|
2013
Q4 | $1.32M | Sell |
34,534
-1,193
| -3% | -$45.7K | 0.17% | 92 |
|
|
2013
Q3 | $1.18M | Sell |
35,727
-511
| -1% | -$16.9K | 0.17% | 97 |
|
|
2013
Q2 | $1.11M | Buy |
+36,238
| New | +$1.11M | 0.17% | 90 |
|