Hefty Wealth Partners’s Oracle ORCL Stock Holding History

Hefty Wealth Partners’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$820K	Buy
2017 Q4	$6K	Hold
2017 Q3	$6K	Hold
2017 Q2	$6K	Hold
2017 Q1	$5K	Sell
2016 Q4	$1.16M	Sell
2016 Q3	$1.45M	Buy
2016 Q2	$5K	Hold
2016 Q1	$5K	Hold
2015 Q4	$4K	Buy