Milestone Investment Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-600
Closed -$63.6K 340
2023
Q3
$63.6K Buy
+600
New +$63.6K 0.02% 177
2023
Q2
Sell
-600
Closed -$55.8K 336
2023
Q1
$55.8K Buy
+600
New +$55.8K 0.02% 196