Mid Atlantic Financial Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $2.87M | Sell |
32,942
-331
| -1% | -$28.8K | 0.19% | 112 |
|
2021
Q2 | $2.59M | Buy |
33,273
+5,681
| +21% | +$442K | 0.17% | 122 |
|
2021
Q1 | $1.94M | Buy |
27,592
+1,064
| +4% | +$74.7K | 0.14% | 138 |
|
2020
Q4 | $1.72M | Buy |
26,528
+2,097
| +9% | +$136K | 0.13% | 152 |
|
2020
Q3 | $1.39M | Buy |
24,431
+4,615
| +23% | +$262K | 0.12% | 154 |
|
2020
Q2 | $1.1M | Sell |
19,816
-254
| -1% | -$14K | 0.11% | 170 |
|
2020
Q1 | $970K | Sell |
20,070
-2,488
| -11% | -$120K | 0.11% | 167 |
|
2019
Q4 | $1.2M | Sell |
22,558
-729
| -3% | -$38.6K | 0.11% | 170 |
|
2019
Q3 | $1.28M | Sell |
23,287
-12,313
| -35% | -$677K | 0.14% | 136 |
|
2019
Q2 | $2.03M | Buy |
35,600
+5,509
| +18% | +$314K | 0.21% | 105 |
|
2019
Q1 | $1.62M | Buy |
30,091
+152
| +0.5% | +$8.16K | 0.18% | 112 |
|
2018
Q4 | $1.35M | Buy |
+29,939
| New | +$1.35M | 0.17% | 124 |
|