Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,182
| Closed | -$335K | – | 82 |
|
|
2020
Q4 | $335K | Buy |
5,182
+800
| +18% | +$51.7K | 0.15% | 54 |
|
|
2020
Q3 | $262K | Hold |
4,382
| – | – | 0.14% | 57 |
|
|
2020
Q2 | $242K | Sell |
4,382
-74
| -2% | -$4.09K | 0.13% | 57 |
|
|
2020
Q1 | $215K | Hold |
4,456
| – | – | 0.15% | 55 |
|
|
2019
Q4 | $236K | Hold |
4,456
| – | – | 0.13% | 57 |
|
|
2019
Q3 | $245K | Hold |
4,456
| – | – | 0.15% | 54 |
|
|
2019
Q2 | $254K | Buy |
4,456
+74
| +2% | +$4.22K | 0.16% | 55 |
|
|
2019
Q1 | $235K | Buy |
+4,382
| New | +$235K | 0.16% | 57 |
|