Lucus Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,014
| Closed | -$393K | – | 134 |
|
|
2016
Q3 | $393K | Buy |
+10,014
| New | +$393K | 0.34% | 145 |
|
|
2015
Q3 | – | Sell |
-11,729
| Closed | -$473K | – | 364 |
|
|
2015
Q2 | $473K | Buy |
11,729
+2,213
| +23% | +$89.2K | 0.23% | 264 |
|
|
2015
Q1 | $411K | Sell |
9,516
-1,501
| -14% | -$64.8K | 0.21% | 216 |
|
|
2014
Q4 | $495K | Buy |
+11,017
| New | +$495K | 0.22% | 53 |
|