MWPCG
Measured Wealth Private Client Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,644
| Closed | -$318K | – | 190 |
|
|
2021
Q4 | $318K | Buy |
3,644
+34
| +0.9% | +$2.97K | 0.11% | 111 |
|
|
2021
Q3 | $315K | Sell |
3,610
-985
| -21% | -$85.9K | 0.12% | 116 |
|
|
2021
Q2 | $358K | Buy |
4,595
+1,176
| +34% | +$91.6K | 0.11% | 117 |
|
|
2021
Q1 | $240K | Buy |
+3,419
| New | +$240K | 0.09% | 135 |
|
|
2019
Q3 | – | Sell |
-5,900
| Closed | -$336K | – | 185 |
|
|
2019
Q2 | $336K | Sell |
5,900
-221
| -4% | -$12.6K | 0.19% | 115 |
|
|
2019
Q1 | $329K | Buy |
+6,121
| New | +$329K | 0.2% | 113 |
|
|
2018
Q4 | – | Sell |
-4,340
| Closed | -$224K | – | 505 |
|
|
2018
Q3 | $224K | Sell |
4,340
-779
| -15% | -$40.2K | 0.13% | 135 |
|
|
2018
Q2 | $225K | Buy |
+5,119
| New | +$225K | 0.18% | 127 |
|