MFG
Monte Financial Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,058
| Closed | -$533K | – | 72 |
|
|
2019
Q4 | $533K | Buy |
10,058
+196
| +2% | +$10.4K | 0.39% | 53 |
|
|
2019
Q3 | $543K | Buy |
9,862
+182
| +2% | +$10K | 0.44% | 46 |
|
|
2019
Q2 | $551K | Buy |
9,680
+1,743
| +22% | +$99.2K | 0.47% | 45 |
|
|
2019
Q1 | $426K | Buy |
7,937
+144
| +2% | +$7.73K | 0.37% | 48 |
|
|
2018
Q4 | $352K | Buy |
7,793
+1,529
| +24% | +$69.1K | 0.37% | 46 |
|
|
2018
Q3 | $323K | Sell |
6,264
-44
| -0.7% | -$2.27K | 0.3% | 57 |
|
|
2018
Q2 | $278K | Buy |
6,308
+164
| +3% | +$7.23K | 0.28% | 58 |
|
|
2018
Q1 | $281K | Buy |
6,144
+303
| +5% | +$13.9K | 0.29% | 60 |
|
|
2017
Q4 | $276K | Buy |
+5,841
| New | +$276K | 0.28% | 60 |
|