Estate Counselors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,704
| Closed | -$1.38M | – | 195 |
|
|
2022
Q1 | $1.38M | Hold |
16,704
| – | – | 0.18% | 67 |
|
|
2021
Q4 | $1.46M | Buy |
16,704
+79
| +0.5% | +$6.89K | 0.18% | 66 |
|
|
2021
Q3 | $1.45M | Buy |
16,625
+130
| +0.8% | +$11.3K | 0.18% | 66 |
|
|
2021
Q2 | $1.28M | Buy |
16,495
+305
| +2% | +$23.7K | 0.17% | 68 |
|
|
2021
Q1 | $1.14M | Hold |
16,190
| – | – | 0.17% | 69 |
|
|
2020
Q4 | $1.05M | Sell |
16,190
-1,145
| -7% | -$74K | 0.16% | 69 |
|
|
2020
Q3 | $1.04M | Buy |
17,335
+25
| +0.1% | +$1.49K | 0.16% | 61 |
|
|
2020
Q2 | $956K | Buy |
17,310
+8,040
| +87% | +$444K | 0.15% | 70 |
|
|
2020
Q1 | $448K | Buy |
+9,270
| New | +$448K | 0.07% | 84 |
|