Huber Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $228K | Buy |
4,722
+53
| +1% | +$2.56K | 0.09% | 104 |
|
|
2019
Q4 | $247K | Hold |
4,669
| – | – | 0.09% | 107 |
|
|
2019
Q3 | $257K | Sell |
4,669
-519
| -10% | -$28.6K | 0.1% | 102 |
|
|
2019
Q2 | $296K | Sell |
5,188
-499
| -9% | -$28.5K | 0.13% | 87 |
|
|
2019
Q1 | $305K | Buy |
+5,687
| New | +$305K | 0.15% | 87 |
|
|
2018
Q2 | – | Sell |
-4,644
| Closed | -$212K | – | 99 |
|
|
2018
Q1 | $212K | Buy |
+4,644
| New | +$212K | 0.21% | 87 |
|