Independence Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $503K | Sell |
8,428
-626
| -7% | -$37.4K | 0.11% | 50 |
|
|
2020
Q2 | $500K | Buy |
+9,054
| New | +$500K | 0.11% | 48 |
|
|
2020
Q1 | – | Sell |
-4,084
| Closed | -$216K | – | 162 |
|
|
2019
Q4 | $216K | Hold |
4,084
| – | – | 0.05% | 94 |
|
|
2019
Q3 | $225K | Sell |
4,084
-1,000
| -20% | -$55.1K | 0.05% | 93 |
|
|
2019
Q2 | $290K | Hold |
5,084
| – | – | 0.07% | 72 |
|
|
2019
Q1 | $273K | Hold |
5,084
| – | – | 0.08% | 74 |
|
|
2018
Q4 | $230K | Hold |
5,084
| – | – | 0.08% | 72 |
|
|
2018
Q3 | $262K | Buy |
+5,084
| New | +$262K | 0.08% | 72 |
|