IFS
Intelligent Financial Strategies’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$21.2K | – | 87 |
|
|
2023
Q3 | $21.2K | Hold |
200
| – | – | 0.02% | 81 |
|
|
2023
Q2 | $23.8K | Hold |
200
| – | – | 0.02% | 80 |
|
|
2023
Q1 | $18.6K | Hold |
200
| – | – | 0.01% | 86 |
|
|
2022
Q4 | $16.3K | Hold |
200
| – | – | 0.01% | 89 |
|
|
2022
Q3 | $12K | Sell |
200
-100
| -33% | -$6K | 0.01% | 90 |
|
|
2022
Q2 | $21K | Sell |
300
-556
| -65% | -$38.9K | 0.02% | 83 |
|
|
2022
Q1 | $71K | Buy |
856
+2
| +0.2% | +$166 | 0.07% | 61 |
|
|
2021
Q4 | $74K | Buy |
+854
| New | +$74K | 0.07% | 64 |
|