Life Planning Partners’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 |
-500
| Closed | -$52.7K | – | 176 |
|
2023
Q4 | $52.7K | Buy |
+500
| New | +$52.7K | 0.05% | 103 |
|
2022
Q3 | $30.5K | Hold |
500
| – | – | 0.04% | 105 |
|
2022
Q2 | $35K | Hold |
500
| – | – | 0.04% | 102 |
|
2022
Q1 | $41K | Hold |
500
| – | – | 0.04% | 98 |
|
2021
Q4 | $44K | Buy |
+500
| New | +$44K | 0.04% | 93 |
|