Filbrandt Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $46K | Buy |
526
+2
| +0.4% | +$175 | 0.03% | 92 |
|
|
2021
Q2 | $41K | Buy |
524
+2
| +0.4% | +$156 | 0.02% | 98 |
|
|
2021
Q1 | $37K | Buy |
522
+372
| +248% | +$26.4K | 0.02% | 98 |
|
|
2020
Q4 | $10K | Buy |
+150
| New | +$10K | 0.01% | 135 |
|
|
2020
Q3 | – | Sell |
-459
| Closed | -$25K | – | 295 |
|
|
2020
Q2 | $25K | Buy |
459
+419
| +1,048% | +$22.8K | 0.02% | 178 |
|
|
2020
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 183 |
|