Gupta Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $184K | Sell |
4,509
-1,390
| -24% | -$56.7K | 0.04% | 257 |
|
|
2015
Q4 | $215K | Buy |
5,899
+623
| +12% | +$22.7K | 0.05% | 241 |
|
|
2015
Q3 | $191K | Sell |
5,276
-497
| -9% | -$18K | 0.05% | 258 |
|
|
2015
Q2 | $233K | Sell |
5,773
-2,109
| -27% | -$85.1K | 0.06% | 236 |
|
|
2015
Q1 | $340K | Buy |
+7,882
| New | +$340K | 0.1% | 160 |
|