Disciplined Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-83
| Closed | -$9.88K | – | 1116 |
|
|
2023
Q2 | $9.88K | Hold |
83
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $7.71K | Sell |
83
-4
| -5% | -$372 | ﹤0.01% | 375 |
|
|
2022
Q4 | $7.11K | Buy |
87
+1
| +1% | +$82 | ﹤0.01% | 354 |
|
|
2022
Q3 | $5K | Hold |
86
| – | – | ﹤0.01% | 439 |
|
|
2022
Q2 | $6K | Buy |
86
+12
| +16% | +$837 | ﹤0.01% | 429 |
|
|
2022
Q1 | $6K | Buy |
+74
| New | +$6K | ﹤0.01% | 437 |
|
|
2021
Q1 | – | Sell |
-304
| Closed | -$20K | – | 409 |
|
|
2020
Q4 | $20K | Hold |
304
| – | – | 0.01% | 199 |
|
|
2020
Q3 | $18K | Hold |
304
| – | – | 0.01% | 222 |
|
|
2020
Q2 | $17K | Hold |
304
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $15K | Hold |
304
| – | – | 0.01% | 244 |
|
|
2019
Q4 | $16K | Buy |
+304
| New | +$16K | 0.01% | 260 |
|