Domani Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $413K | Hold |
4,445
| – | – | 0.1% | 82 |
|
|
2022
Q4 | $363K | Buy |
4,445
+31
| +0.7% | +$2.53K | 0.09% | 90 |
|
|
2022
Q3 | $270K | Hold |
4,414
| – | – | 0.08% | 90 |
|
|
2022
Q2 | $308K | Hold |
4,414
| – | – | 0.08% | 90 |
|
|
2022
Q1 | $365K | Hold |
4,414
| – | – | 0.08% | 98 |
|
|
2021
Q4 | $385K | Sell |
4,414
-754
| -15% | -$65.8K | 0.08% | 92 |
|
|
2021
Q3 | $450K | Sell |
5,168
-772
| -13% | -$67.2K | 0.09% | 75 |
|
|
2021
Q2 | $462K | Sell |
5,940
-204
| -3% | -$15.9K | 0.09% | 77 |
|
|
2021
Q1 | $431K | Sell |
6,144
-93
| -1% | -$6.52K | 0.08% | 81 |
|
|
2020
Q4 | $403K | Sell |
6,237
-428
| -6% | -$27.7K | 0.08% | 80 |
|
|
2020
Q3 | $398K | Sell |
6,665
-1,762
| -21% | -$105K | 0.09% | 79 |
|
|
2020
Q2 | $466K | Sell |
8,427
-508
| -6% | -$28.1K | 0.11% | 74 |
|
|
2020
Q1 | $432K | Buy |
8,935
+4,111
| +85% | +$199K | 0.12% | 75 |
|
|
2019
Q4 | $256K | Buy |
4,824
+550
| +13% | +$29.2K | 0.08% | 100 |
|
|
2019
Q3 | $235K | Hold |
4,274
| – | – | 0.09% | 101 |
|
|
2019
Q2 | $243K | Sell |
4,274
-650
| -13% | -$37K | 0.09% | 91 |
|
|
2019
Q1 | $264K | Hold |
4,924
| – | – | 0.11% | 91 |
|
|
2018
Q4 | $222K | Hold |
4,924
| – | – | 0.1% | 93 |
|
|
2018
Q3 | $254K | Hold |
4,924
| – | – | 0.11% | 88 |
|
|
2018
Q2 | $217K | Hold |
4,924
| – | – | 0.1% | 99 |
|
|
2018
Q1 | $225K | Hold |
4,924
| – | – | 0.1% | 98 |
|
|
2017
Q4 | $233K | Hold |
4,924
| – | – | 0.1% | 94 |
|
|
2017
Q3 | $238K | Hold |
4,924
| – | – | 0.1% | 87 |
|
|
2017
Q2 | $247K | Hold |
4,924
| – | – | 0.1% | 83 |
|
|
2017
Q1 | $220K | Buy |
+4,924
| New | +$220K | 0.09% | 91 |
|
|
2016
Q1 | – | Sell |
-8,649
| Closed | -$316K | – | 121 |
|
|
2015
Q4 | $316K | Sell |
8,649
-300
| -3% | -$11K | 0.12% | 89 |
|
|
2015
Q3 | $323K | Sell |
8,949
-1,135
| -11% | -$41K | 0.18% | 74 |
|
|
2015
Q2 | $406K | Buy |
10,084
+9,578
| +1,893% | +$386K | 0.22% | 60 |
|
|
2015
Q1 | $11.7K | Buy |
+506
| New | +$11.7K | 0.18% | 45 |
|