CWA
Constellation Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-310,455
| Closed | -$12.7M | – | 209 |
|
|
2014
Q1 | $12.7M | Sell |
310,455
-1,945
| -0.6% | -$79.6K | 1.24% | 10 |
|
|
2013
Q4 | $12M | Buy |
312,400
+40,000
| +15% | +$1.53M | 1.15% | 10 |
|
|
2013
Q3 | $9.04M | Hold |
272,400
| – | – | 1.03% | 19 |
|
|
2013
Q2 | $8.37M | Buy |
+272,400
| New | +$8.37M | 1% | 20 |
|