HWP
Hefty Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $820K | Buy |
17,932
+17,809
| +14,479% | +$814K | 0.53% | 62 |
|
|
2017
Q4 | $6K | Hold |
123
| – | – | ﹤0.01% | 207 |
|
|
2017
Q3 | $6K | Hold |
123
| – | – | ﹤0.01% | 202 |
|
|
2017
Q2 | $6K | Hold |
123
| – | – | ﹤0.01% | 186 |
|
|
2017
Q1 | $5K | Sell |
123
-30,147
| -100% | -$1.23M | ﹤0.01% | 199 |
|
|
2016
Q4 | $1.16M | Sell |
30,270
-6,759
| -18% | -$260K | 0.97% | 32 |
|
|
2016
Q3 | $1.45M | Buy |
37,029
+36,906
| +30,005% | +$1.45M | 1.1% | 27 |
|
|
2016
Q2 | $5K | Hold |
123
| – | – | ﹤0.01% | 165 |
|
|
2016
Q1 | $5K | Hold |
123
| – | – | ﹤0.01% | 173 |
|
|
2015
Q4 | $4K | Buy |
+123
| New | +$4K | ﹤0.01% | 168 |
|