Engrave Wealth Partners’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 |
-1,770
| Closed | -$211K | – | 75 |
|
|
2023
Q2 | $211K | Sell |
1,770
-1,006
| -36% | -$120K | 0.07% | 63 |
|
|
2023
Q1 | $261K | Sell |
2,776
-64
| -2% | -$6.02K | 0.09% | 58 |
|
|
2022
Q4 | $246K | Buy |
+2,840
| New | +$246K | 0.09% | 60 |
|
|
2022
Q2 | – | Sell |
-2,657
| Closed | -$220K | – | 65 |
|
|
2022
Q1 | $220K | Hold |
2,657
| – | – | 0.08% | 52 |
|
|
2021
Q4 | $232K | Buy |
+2,657
| New | +$232K | 0.07% | 61 |
|
|
2020
Q3 | – | Sell |
-1,344
| Closed | -$74K | – | 316 |
|
|
2020
Q2 | $74K | Hold |
1,344
| – | – | 0.07% | 87 |
|
|
2020
Q1 | $64K | Sell |
1,344
-294
| -18% | -$14K | 0.08% | 80 |
|
|
2019
Q4 | $86K | Buy |
+1,638
| New | +$86K | 0.08% | 87 |
|