CPWM
Cypress Point Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-125
| Closed | -$11K | – | 114 |
|
|
2021
Q3 | $11K | Hold |
125
| – | – | 0.01% | 110 |
|
|
2021
Q2 | $10K | Hold |
125
| – | – | 0.01% | 138 |
|
|
2021
Q1 | $9K | Sell |
125
-3,200
| -96% | -$230K | 0.01% | 84 |
|
|
2020
Q4 | $215K | Buy |
+3,325
| New | +$215K | 0.33% | 83 |
|