Cornerstone Financial Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,407
| Closed | -$208K | – | 164 |
|
|
2016
Q4 | $208K | Buy |
5,407
+188
| +4% | +$7.23K | 0.07% | 149 |
|
|
2016
Q3 | $205K | Hold |
5,219
| – | – | 0.07% | 142 |
|
|
2016
Q2 | $214K | Buy |
5,219
+242
| +5% | +$9.92K | 0.08% | 152 |
|
|
2016
Q1 | $204K | Sell |
4,977
-2,235
| -31% | -$91.6K | 0.08% | 142 |
|
|
2015
Q4 | $267K | Buy |
+7,212
| New | +$267K | 0.1% | 123 |
|