LWA
Lenox Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Sell |
37
-39
| -51% | -$3.16K | ﹤0.01% | 617 |
|
|
2021
Q4 | $7K | Buy |
76
+29
| +62% | +$2.67K | ﹤0.01% | 557 |
|
|
2021
Q3 | $4K | Buy |
47
+19
| +68% | +$1.62K | ﹤0.01% | 582 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 647 |
|
|
2021
Q1 | $2K | Sell |
28
-2
| -7% | -$143 | ﹤0.01% | 621 |
|
|
2020
Q4 | $2K | Buy |
30
+2
| +7% | +$133 | ﹤0.01% | 580 |
|
|
2020
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 522 |
|
|
2020
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 525 |
|
|
2020
Q1 | $1K | Sell |
28
-23
| -45% | -$821 | ﹤0.01% | 709 |
|
|
2019
Q4 | $3K | Buy |
51
+23
| +82% | +$1.35K | ﹤0.01% | 554 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 515 |
|
|
2019
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 362 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$1K | – | 490 |
|
|
2018
Q2 | $1K | Sell |
20
-1,980
| -99% | -$99K | ﹤0.01% | 525 |
|
|
2018
Q1 | $92K | Buy |
+2,000
| New | +$92K | 0.02% | 110 |
|
|
2017
Q4 | – | Sell |
-14
| Closed | -$1K | – | 436 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 211 |
|
|
2016
Q4 | – | Sell |
-2,160
| Closed | -$85K | – | 161 |
|
|
2016
Q3 | $85K | Hold |
2,160
| – | – | 0.03% | 57 |
|
|
2016
Q2 | $88K | Hold |
2,160
| – | – | 0.03% | 58 |
|
|
2016
Q1 | $88K | Sell |
2,160
-159
| -7% | -$6.48K | 0.03% | 59 |
|
|
2015
Q4 | $85K | Sell |
2,319
-649
| -22% | -$23.8K | 0.03% | 58 |
|
|
2015
Q3 | $107K | Buy |
2,968
+150
| +5% | +$5.41K | 0.04% | 45 |
|
|
2015
Q2 | $114K | Hold |
2,818
| – | – | 0.05% | 40 |
|
|
2015
Q1 | $122K | Hold |
2,818
| – | – | 0.05% | 43 |
|
|
2014
Q4 | $127K | Sell |
2,818
-125
| -4% | -$5.63K | 0.05% | 43 |
|
|
2014
Q3 | $113K | Sell |
2,943
-260
| -8% | -$9.98K | 0.05% | 39 |
|
|
2014
Q2 | $130K | Buy |
3,203
+353
| +12% | +$14.3K | 0.06% | 30 |
|
|
2014
Q1 | $118K | Sell |
2,850
-612
| -18% | -$25.3K | 0.07% | 30 |
|
|
2013
Q4 | $132K | Buy |
3,462
+3,012
| +669% | +$115K | 0.09% | 31 |
|
|
2013
Q3 | $15K | Sell |
450
-420
| -48% | -$14K | 0.01% | 78 |
|
|
2013
Q2 | $27K | Buy |
+870
| New | +$27K | 0.03% | 55 |
|