CT Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $80.7K | Hold |
1,810
| – | – | 0.05% | 222 |
|
|
2016
Q4 | $69.6K | Sell |
1,810
-100
| -5% | -$3.85K | 0.04% | 233 |
|
|
2016
Q3 | $75K | Buy |
1,910
+100
| +6% | +$3.93K | 0.05% | 224 |
|
|
2016
Q2 | $74.1K | Sell |
1,810
-2,175
| -55% | -$89K | 0.05% | 225 |
|
|
2016
Q1 | $163K | Hold |
3,985
| – | – | 0.09% | 167 |
|
|
2015
Q4 | $146K | Hold |
3,985
| – | – | 0.08% | 170 |
|
|
2015
Q3 | $144K | Hold |
3,985
| – | – | 0.09% | 171 |
|
|
2015
Q2 | $161K | Hold |
3,985
| – | – | 0.09% | 174 |
|
|
2015
Q1 | $172K | Hold |
3,985
| – | – | 0.1% | 172 |
|
|
2014
Q4 | $179K | Buy |
+3,985
| New | +$179K | 0.14% | 123 |
|
|
2014
Q1 | $172K | Buy |
+3,985
| New | +$172K | 0.1% | 172 |
|