Counsel Portfolio Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-10,800
| Closed | -$435K | – | 312 |
|
2015
Q2 | $435K | Sell |
10,800
-3,500
| -24% | -$141K | 0.04% | 232 |
|
2015
Q1 | $617K | Buy |
14,300
+6,100
| +74% | +$263K | 0.06% | 207 |
|
2014
Q4 | $369K | Buy |
+8,200
| New | +$369K | 0.04% | 240 |
|
2013
Q3 | – | Sell |
-6,800
| Closed | -$209K | – | 313 |
|
2013
Q2 | $209K | Buy |
+6,800
| New | +$209K | 0.03% | 281 |
|