Level Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-104
| Closed | -$11K | – | 200 |
|
|
2023
Q4 | $11K | Hold |
104
| – | – | 0.01% | 188 |
|
|
2023
Q3 | $11K | Hold |
104
| – | – | 0.01% | 185 |
|
|
2023
Q2 | $12.4K | Hold |
104
| – | – | 0.01% | 176 |
|
|
2023
Q1 | $9.66K | Hold |
104
| – | – | 0.01% | 168 |
|
|
2022
Q4 | $9K | Hold |
104
| – | – | 0.01% | 170 |
|
|
2022
Q3 | $6K | Hold |
104
| – | – | ﹤0.01% | 186 |
|
|
2022
Q2 | $7K | Hold |
104
| – | – | 0.01% | 196 |
|
|
2022
Q1 | $9K | Sell |
104
-221
| -68% | -$19.1K | 0.01% | 157 |
|
|
2021
Q4 | $28K | Buy |
+325
| New | +$28K | 0.02% | 120 |
|