MA
Mosaic Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,766
| Closed | -$477K | – | 18 |
|
|
2022
Q1 | $477K | Buy |
+5,766
| New | +$477K | 0.54% | 12 |
|
|
2021
Q4 | – | Sell |
-6,989
| Closed | -$609K | – | 57 |
|
|
2021
Q3 | $609K | Sell |
6,989
-1,227
| -15% | -$107K | 0.41% | 20 |
|
|
2021
Q2 | $640K | Hold |
8,216
| – | – | 0.42% | 20 |
|
|
2021
Q1 | $577K | Sell |
8,216
-5,709
| -41% | -$401K | 0.49% | 21 |
|
|
2020
Q4 | $901K | Buy |
+13,925
| New | +$901K | 0.82% | 15 |
|