LWM
LBA Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $74K | Hold |
1,662
| – | – | 0.04% | 170 |
|
|
2016
Q4 | $64K | Sell |
1,662
-25
| -1% | -$963 | 0.04% | 172 |
|
|
2016
Q3 | $66K | Buy |
1,687
+320
| +23% | +$12.5K | 0.04% | 180 |
|
|
2016
Q2 | $56K | Sell |
1,367
-550
| -29% | -$22.5K | 0.03% | 187 |
|
|
2016
Q1 | $78K | Hold |
1,917
| – | – | 0.05% | 168 |
|
|
2015
Q4 | $70K | Buy |
1,917
+839
| +78% | +$30.6K | 0.04% | 187 |
|
|
2015
Q3 | $39K | Sell |
1,078
-1,100
| -51% | -$39.8K | 0.02% | 189 |
|
|
2015
Q2 | $88K | Hold |
2,178
| – | – | 0.06% | 140 |
|
|
2015
Q1 | $94K | Hold |
2,178
| – | – | 0.06% | 139 |
|
|
2014
Q4 | $98K | Sell |
2,178
-100
| -4% | -$4.5K | 0.06% | 141 |
|
|
2014
Q3 | $87K | Sell |
2,278
-632
| -22% | -$24.1K | 0.06% | 145 |
|
|
2014
Q2 | $118K | Sell |
2,910
-40
| -1% | -$1.62K | 0.1% | 124 |
|
|
2014
Q1 | $121K | Sell |
2,950
-2,150
| -42% | -$88.2K | 0.1% | 117 |
|
|
2013
Q4 | $195K | Buy |
+5,100
| New | +$195K | 0.16% | 78 |
|