Evolution Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-346
| Closed | -$30K | – | 486 |
|
|
2021
Q3 | $30K | Hold |
346
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $27K | Sell |
346
-42
| -11% | -$3.28K | 0.01% | 270 |
|
|
2021
Q1 | $27K | Buy |
388
+42
| +12% | +$2.92K | 0.01% | 260 |
|
|
2020
Q4 | $22K | Hold |
346
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $21K | Hold |
346
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $19K | Buy |
+346
| New | +$19K | 0.01% | 205 |
|
|
2020
Q1 | – | Sell |
-366
| Closed | -$19K | – | 553 |
|
|
2019
Q4 | $19K | Buy |
+366
| New | +$19K | ﹤0.01% | 231 |
|
|
2019
Q3 | – | Sell |
-446
| Closed | -$25K | – | 559 |
|
|
2019
Q2 | $25K | Buy |
446
+346
| +346% | +$19.4K | 0.01% | 115 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 96 |
|
|
2018
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 130 |
|