Gary Goldberg Planning Services’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$296K Sell
6,582
-327
-5% -$14.7K 0.12% 88
2014
Q3
$264K Buy
6,909
+577
+9% +$22K 0.11% 94
2014
Q2
$257K Buy
6,332
+5,516
+676% +$224K 0.11% 97
2014
Q1
$33K Buy
816
+16
+2% +$647 0.02% 243
2013
Q4
$31K Sell
800
-1,920
-71% -$74.4K 0.02% 228
2013
Q3
$90K Buy
2,720
+7
+0.3% +$232 0.05% 146
2013
Q2
$83K Buy
+2,713
New +$83K 0.05% 134