MWP
MYCIO Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,274
| Closed | -$1.18M | – | 276 |
|
|
2019
Q4 | $1.18M | Sell |
22,274
-414
| -2% | -$21.9K | 0.08% | 111 |
|
|
2019
Q3 | $1.25M | Sell |
22,688
-552
| -2% | -$30.4K | 0.09% | 98 |
|
|
2019
Q2 | $1.32M | Buy |
23,240
+74
| +0.3% | +$4.22K | 0.1% | 85 |
|
|
2019
Q1 | $1.24M | Buy |
23,166
+21
| +0.1% | +$1.13K | 0.1% | 85 |
|
|
2018
Q4 | $1.05M | Buy |
23,145
+3,617
| +19% | +$163K | 0.1% | 95 |
|
|
2018
Q3 | $1.01M | Buy |
19,528
+1,143
| +6% | +$58.9K | 0.1% | 95 |
|
|
2018
Q2 | $810K | Buy |
18,385
+8,131
| +79% | +$358K | 0.08% | 111 |
|
|
2018
Q1 | $469K | Buy |
10,254
+358
| +4% | +$16.4K | 0.05% | 137 |
|
|
2017
Q4 | $468K | Buy |
9,896
+3
| +0% | +$142 | 0.05% | 143 |
|
|
2017
Q3 | $478K | Sell |
9,893
-47
| -0.5% | -$2.27K | 0.05% | 139 |
|
|
2017
Q2 | $498K | Sell |
9,940
-2,463
| -20% | -$123K | 0.06% | 126 |
|
|
2017
Q1 | $553K | Buy |
12,403
+1,823
| +17% | +$81.3K | 0.07% | 128 |
|
|
2016
Q4 | $407K | Buy |
10,580
+5,804
| +122% | +$223K | 0.05% | 135 |
|
|
2016
Q3 | $188K | Buy |
4,776
+488
| +11% | +$19.2K | 0.03% | 186 |
|
|
2016
Q2 | $176K | Buy |
4,288
+3
| +0.1% | +$123 | 0.03% | 188 |
|
|
2016
Q1 | $175K | Buy |
4,285
+3
| +0.1% | +$123 | 0.03% | 168 |
|
|
2015
Q4 | $156K | Buy |
4,282
+676
| +19% | +$24.6K | 0.03% | 169 |
|
|
2015
Q3 | $130K | Sell |
3,606
-395
| -10% | -$14.2K | 0.03% | 173 |
|
|
2015
Q2 | $161K | Buy |
4,001
+54
| +1% | +$2.17K | 0.03% | 160 |
|
|
2015
Q1 | $170K | Buy |
3,947
+4
| +0.1% | +$172 | 0.03% | 156 |
|
|
2014
Q4 | $177K | Sell |
3,943
-9,922
| -72% | -$445K | 0.04% | 150 |
|
|
2014
Q3 | $531K | Buy |
13,865
+4
| +0% | +$153 | 0.12% | 72 |
|
|
2014
Q2 | $562K | Sell |
13,861
-497
| -3% | -$20.2K | 0.13% | 72 |
|
|
2014
Q1 | $587K | Sell |
14,358
-296
| -2% | -$12.1K | 0.14% | 69 |
|
|
2013
Q4 | $561K | Buy |
14,654
+204
| +1% | +$7.81K | 0.14% | 72 |
|
|
2013
Q3 | $479K | Buy |
14,450
+2,024
| +16% | +$67.1K | 0.13% | 73 |
|
|
2013
Q2 | $382K | Buy |
+12,426
| New | +$382K | 0.11% | 85 |
|