KWAG
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Kiely Wealth Advisory Group’s Oracle ORCL Stock Holding History

Kiely Wealth Advisory Group’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$268K Hold
1,500
– – 0.17% 51
2024
Q3 		$286K Hold
1,500
– – 0.18% 49
2024
Q2 		$193K Hold
1,500
– – 0.11% 45
2024
Q1 		$175K Hold
1,500
– – 0.1% 47
2023
Q4 		$173K Buy
+1,500
New +$173K 0.1% 51