CWM
Curi Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,081
| Closed | -$76K | – | 544 |
|
|
2022
Q2 | $76K | Buy |
1,081
+152
| +16% | +$10.7K | 0.01% | 196 |
|
|
2022
Q1 | $76K | Buy |
929
+4
| +0.4% | +$327 | 0.01% | 181 |
|
|
2021
Q4 | $80K | Buy |
+925
| New | +$80K | 0.01% | 158 |
|
|
2021
Q1 | – | Sell |
-2,238
| Closed | -$144K | – | 369 |
|
|
2020
Q4 | $144K | Buy |
+2,238
| New | +$144K | 0.1% | 101 |
|