KMS Financial Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $483K | Buy |
12,589
+1,772
| +16% | +$68K | 0.07% | 275 |
|
|
2014
Q2 | $439K | Sell |
10,817
-620
| -5% | -$25.2K | 0.06% | 304 |
|
|
2014
Q1 | $468K | Sell |
11,437
-836
| -7% | -$34.2K | 0.07% | 273 |
|
|
2013
Q4 | $469K | Buy |
12,273
+954
| +8% | +$36.5K | 0.08% | 284 |
|
|
2013
Q3 | $376K | Sell |
11,319
-257
| -2% | -$8.54K | 0.09% | 252 |
|
|
2013
Q2 | $356K | Buy |
+11,576
| New | +$356K | 0.1% | 240 |
|