LWP
Lumature Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.63M | Sell |
13,646
-214
| -2% | -$25.5K | 0.97% | 24 |
|
|
2023
Q1 | $1.29M | Sell |
13,860
-2,881
| -17% | -$268K | 0.72% | 32 |
|
|
2022
Q4 | $1.37M | Sell |
16,741
-850
| -5% | -$69.5K | 0.76% | 30 |
|
|
2022
Q3 | $1.07M | Sell |
17,591
-427
| -2% | -$26.1K | 0.58% | 37 |
|
|
2022
Q2 | $1.26M | Buy |
18,018
+313
| +2% | +$21.9K | 0.56% | 39 |
|
|
2022
Q1 | $1.47M | Buy |
17,705
+3,404
| +24% | +$282K | 0.59% | 37 |
|
|
2021
Q4 | $1.25M | Buy |
14,301
+304
| +2% | +$26.5K | 0.48% | 43 |
|
|
2021
Q3 | $1.22M | Buy |
13,997
+768
| +6% | +$66.9K | 0.5% | 40 |
|
|
2021
Q2 | $1.03M | Buy |
13,229
+830
| +7% | +$64.6K | 0.43% | 46 |
|
|
2021
Q1 | $870K | Buy |
12,399
+4,100
| +49% | +$288K | 0.46% | 46 |
|
|
2020
Q4 | $537K | Buy |
+8,299
| New | +$537K | 0.51% | 61 |
|