CWA
Cypress Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $216K | Buy |
+4,020
| New | +$216K | 0.25% | 71 |
|
|
2018
Q4 | – | Sell |
-4,020
| Closed | -$207K | – | 83 |
|
|
2018
Q3 | $207K | Buy |
+4,020
| New | +$207K | 0.22% | 78 |
|
|
2017
Q4 | – | Sell |
-9,564
| Closed | -$462K | – | 88 |
|
|
2017
Q3 | $462K | Sell |
9,564
-14,490
| -60% | -$700K | 0.75% | 33 |
|
|
2017
Q2 | $1.21M | Sell |
24,054
-14,109
| -37% | -$707K | 1.41% | 20 |
|
|
2017
Q1 | $1.7M | Sell |
38,163
-286
| -0.7% | -$12.8K | 0.78% | 31 |
|
|
2016
Q4 | $1.48M | Buy |
38,449
+114
| +0.3% | +$4.38K | 0.67% | 36 |
|
|
2016
Q3 | $1.51M | Buy |
38,335
+531
| +1% | +$20.9K | 0.68% | 34 |
|
|
2016
Q2 | $1.55M | Buy |
37,804
+78
| +0.2% | +$3.19K | 0.76% | 30 |
|
|
2016
Q1 | $1.54M | Buy |
37,726
+934
| +3% | +$38.2K | 0.71% | 28 |
|
|
2015
Q4 | $1.34M | Buy |
36,792
+206
| +0.6% | +$7.53K | 0.68% | 31 |
|
|
2015
Q3 | $1.32M | Buy |
36,586
+1,422
| +4% | +$51.4K | 0.72% | 29 |
|
|
2015
Q2 | $1.42M | Buy |
+35,164
| New | +$1.42M | 0.83% | 33 |
|