EWM
Elmwood Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,938
| Closed | -$169K | – | 249 |
|
|
2021
Q4 | $169K | Buy |
+1,938
| New | +$169K | 0.08% | 119 |
|
|
2021
Q2 | $77K | Hold |
985
| – | – | 0.04% | 147 |
|
|
2021
Q1 | $69K | Buy |
+985
| New | +$69K | 0.04% | 148 |
|
|
2020
Q3 | $54K | Hold |
985
| – | – | 0.04% | 129 |
|
|
2020
Q2 | $54K | Sell |
985
-300
| -23% | -$16.4K | 0.04% | 129 |
|
|
2020
Q1 | $58.8K | Buy |
+1,285
| New | +$58.8K | 0.06% | 120 |
|
|
2019
Q4 | – | Sell |
-1,185
| Closed | -$65K | – | 195 |
|
|
2019
Q3 | $65K | Hold |
1,185
| – | – | 0.07% | 109 |
|
|
2019
Q2 | $68K | Hold |
1,185
| – | – | 0.06% | 119 |
|
|
2019
Q1 | $64K | Sell |
1,185
-100
| -8% | -$5.4K | 0.06% | 117 |
|
|
2018
Q4 | $58K | Hold |
1,285
| – | – | 0.06% | 122 |
|
|
2018
Q3 | $66.3K | Hold |
1,285
| – | – | 0.06% | 125 |
|
|
2018
Q2 | $56.6K | Hold |
1,285
| – | – | 0.05% | 126 |
|
|
2018
Q1 | $58.8K | Buy |
+1,285
| New | +$58.8K | 0.06% | 120 |
|