EWM
Elite Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,070
| Closed | -$274K | – | 41 |
|
|
2018
Q4 | $274K | Hold |
6,070
| – | – | 0.27% | 39 |
|
|
2018
Q3 | $313K | Hold |
6,070
| – | – | 0.07% | 39 |
|
|
2018
Q2 | $267K | Sell |
6,070
-1,133
| -16% | -$49.8K | 0.1% | 42 |
|
|
2018
Q1 | $330K | Buy |
7,203
+1,024
| +17% | +$46.9K | 0.27% | 44 |
|
|
2017
Q4 | $292K | Buy |
+6,179
| New | +$292K | 0.25% | 48 |
|
|
2016
Q3 | $238K | Hold |
6,070
| – | – | 0.39% | 36 |
|
|
2016
Q2 | $248K | Hold |
6,070
| – | – | 0.41% | 34 |
|
|
2016
Q1 | $248K | Hold |
6,070
| – | – | 0.35% | 34 |
|
|
2015
Q4 | $221K | Buy |
6,070
+70
| +1% | +$2.55K | 0.33% | 37 |
|
|
2015
Q3 | $216K | Hold |
6,000
| – | – | 0.34% | 54 |
|
|
2015
Q2 | $241K | Sell |
6,000
-80
| -1% | -$3.21K | 0.25% | 52 |
|
|
2015
Q1 | $262K | Hold |
6,080
| – | – | 0.23% | 54 |
|
|
2014
Q4 | $273K | Buy |
6,080
+80
| +1% | +$3.59K | 0.26% | 52 |
|
|
2014
Q3 | $230K | Hold |
6,000
| – | – | 0.21% | 66 |
|
|
2014
Q2 | $243K | Sell |
6,000
-70
| -1% | -$2.84K | 0.24% | 59 |
|
|
2014
Q1 | $248K | Sell |
6,070
-1,910
| -24% | -$78K | 0.2% | 62 |
|
|
2013
Q4 | $305K | Buy |
7,980
+350
| +5% | +$13.4K | 0.22% | 60 |
|
|
2013
Q3 | $253K | Hold |
7,630
| – | – | 0.22% | 65 |
|
|
2013
Q2 | $234K | Buy |
+7,630
| New | +$234K | 0.34% | 38 |
|