Israel Discount Bank of New York’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,718
| Closed | -$243K | – | 50 |
|
|
2024
Q2 | $243K | Sell |
1,718
-1,599
| -48% | -$226K | 0.39% | 40 |
|
|
2024
Q1 | $417K | Sell |
3,317
-2,430
| -42% | -$305K | 0.52% | 39 |
|
|
2023
Q4 | $606K | Buy |
5,747
+2,089
| +57% | +$220K | 0.47% | 42 |
|
|
2023
Q3 | $387K | Sell |
3,658
-23
| -0.6% | -$2.44K | 0.32% | 66 |
|
|
2023
Q2 | $438K | Sell |
3,681
-984
| -21% | -$117K | 0.35% | 62 |
|
|
2023
Q1 | $433K | Buy |
+4,665
| New | +$433K | 0.33% | 69 |
|
|
2021
Q1 | $521K | Sell |
7,420
-519
| -7% | -$36.4K | 0.4% | 59 |
|
|
2020
Q4 | $513K | Sell |
7,939
-2,503
| -24% | -$162K | 0.37% | 62 |
|
|
2020
Q3 | $623K | Sell |
10,442
-902
| -8% | -$53.8K | 0.4% | 60 |
|
|
2020
Q2 | $627K | Sell |
11,344
-2,474
| -18% | -$137K | 0.43% | 63 |
|
|
2020
Q1 | $667K | Sell |
13,818
-187
| -1% | -$9.03K | 0.51% | 56 |
|
|
2019
Q4 | $742K | Sell |
14,005
-1,619
| -10% | -$85.8K | 0.49% | 55 |
|
|
2019
Q3 | $860K | Buy |
15,624
+1,544
| +11% | +$85K | 0.63% | 44 |
|
|
2019
Q2 | $802K | Buy |
14,080
+435
| +3% | +$24.8K | 0.61% | 41 |
|
|
2019
Q1 | $733K | Buy |
13,645
+615
| +5% | +$33K | 0.5% | 41 |
|
|
2018
Q4 | $588K | Sell |
13,030
-150
| -1% | -$6.77K | 0.45% | 44 |
|
|
2018
Q3 | $679K | Sell |
13,180
-120
| -0.9% | -$6.18K | 0.44% | 48 |
|
|
2018
Q2 | $586K | Sell |
13,300
-242
| -2% | -$10.7K | 0.39% | 53 |
|
|
2018
Q1 | $619K | Sell |
13,542
-328
| -2% | -$15K | 0.41% | 53 |
|
|
2017
Q4 | $655K | Sell |
13,870
-3,250
| -19% | -$153K | 0.45% | 50 |
|
|
2017
Q3 | $828K | Sell |
17,120
-905
| -5% | -$43.8K | 0.62% | 28 |
|
|
2017
Q2 | $904K | Buy |
18,025
+90
| +0.5% | +$4.51K | 0.72% | 25 |
|
|
2017
Q1 | $800K | Buy |
17,935
+3,853
| +27% | +$172K | 0.65% | 33 |
|
|
2016
Q4 | $541K | Buy |
+14,082
| New | +$541K | 0.49% | 46 |
|