MA Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,738
| Closed | -$1.14M | – | 80 |
|
|
2022
Q1 | $1.14M | Buy |
13,738
+1
| +0% | +$83 | 0.21% | 42 |
|
|
2021
Q4 | $1.2M | Sell |
13,737
-8
| -0.1% | -$698 | 0.22% | 43 |
|
|
2021
Q3 | $1.2M | Buy |
13,745
+100
| +0.7% | +$8.72K | 0.24% | 43 |
|
|
2021
Q2 | $1.06M | Buy |
13,645
+1
| +0% | +$78 | 0.21% | 47 |
|
|
2021
Q1 | $957K | Buy |
+13,644
| New | +$957K | 0.2% | 49 |
|
|
2020
Q4 | – | Sell |
-13,682
| Closed | -$817K | – | 81 |
|
|
2020
Q3 | $817K | Hold |
13,682
| – | – | 0.19% | 47 |
|
|
2020
Q2 | $756K | Buy |
13,682
+1
| +0% | +$55 | 0.19% | 48 |
|
|
2020
Q1 | $661K | Hold |
13,681
| – | – | 0.19% | 47 |
|
|
2019
Q4 | $725K | Hold |
13,681
| – | – | 0.22% | 34 |
|
|
2019
Q3 | $753K | Buy |
13,681
+1
| +0% | +$55 | 0.21% | 45 |
|
|
2019
Q2 | $779K | Hold |
13,680
| – | – | 0.23% | 47 |
|
|
2019
Q1 | $735K | Buy |
13,680
+1
| +0% | +$54 | 0.23% | 51 |
|
|
2018
Q4 | $618K | Buy |
+13,679
| New | +$618K | 0.23% | 56 |
|