HWM
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Heartwood Wealth Management’s Oracle ORCL Stock Holding History

Heartwood Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		$21K Hold
539
– – 0.04% 14
2016
Q2 		$22K Hold
539
– – 0.03% 15
2016
Q1 		$22K Hold
539
– – 0.03% 14
2015
Q4 		$20K Buy
+539
New +$20K 0.02% 14