FWM
FSA Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $12.6K | Hold |
100
| – | – | 0.01% | 302 |
|
|
2023
Q4 | $11K | Buy |
+100
| New | +$11K | 0.01% | 311 |
|
|
2021
Q1 | – | Sell |
-4,080
| Closed | -$264K | – | 185 |
|
|
2020
Q4 | $264K | Hold |
4,080
| – | – | 0.13% | 47 |
|
|
2020
Q3 | $244K | Hold |
4,080
| – | – | 0.16% | 45 |
|
|
2020
Q2 | $226K | Hold |
4,080
| – | – | 0.15% | 44 |
|
|
2020
Q1 | $197K | Hold |
4,080
| – | – | 0.17% | 44 |
|
|
2019
Q4 | $216K | Buy |
+4,080
| New | +$216K | 0.15% | 50 |
|