Lau Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $796K | Hold |
15,017
| – | – | 0.4% | 56 |
|
|
2019
Q3 | $826K | Sell |
15,017
-2,900
| -16% | -$160K | 0.44% | 55 |
|
|
2019
Q2 | $1.02M | Hold |
17,917
| – | – | 0.49% | 51 |
|
|
2019
Q1 | $962K | Sell |
17,917
-726
| -4% | -$39K | 0.49% | 50 |
|
|
2018
Q4 | $842K | Buy |
18,643
+10,218
| +121% | +$461K | 0.47% | 54 |
|
|
2018
Q3 | $434K | Buy |
+8,425
| New | +$434K | 0.25% | 66 |
|
|
2013
Q3 | – | Sell |
-46,191
| Closed | -$1.42M | – | 67 |
|
|
2013
Q2 | $1.42M | Buy |
+46,191
| New | +$1.42M | 1.2% | 21 |
|