Integrated Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $370K | Buy |
8,292
+688
| +9% | +$30.7K | 0.12% | 162 |
|
|
2016
Q4 | $292K | Sell |
7,604
-227
| -3% | -$8.72K | 0.11% | 177 |
|
|
2016
Q3 | $307K | Buy |
7,831
+15
| +0.2% | +$588 | 0.11% | 165 |
|
|
2016
Q2 | $320K | Sell |
7,816
-18
| -0.2% | -$737 | 0.12% | 157 |
|
|
2016
Q1 | $320K | Buy |
7,834
+141
| +2% | +$5.76K | 0.13% | 131 |
|
|
2015
Q4 | $281K | Sell |
7,693
-105
| -1% | -$3.84K | 0.12% | 136 |
|
|
2015
Q3 | $282K | Buy |
7,798
+197
| +3% | +$7.12K | 0.12% | 142 |
|
|
2015
Q2 | $306K | Sell |
7,601
-2
| -0% | -$81 | 0.12% | 137 |
|
|
2015
Q1 | $328K | Buy |
+7,603
| New | +$328K | 0.14% | 129 |
|