NWM
NEIRG Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,071
| Closed | -$366K | – | 82 |
|
|
2023
Q2 | $366K | Hold |
3,071
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $285K | Buy |
3,071
+25
| +0.8% | +$2.32K | 0.05% | 125 |
|
|
2022
Q4 | $249K | Buy |
+3,046
| New | +$249K | 0.05% | 132 |
|
|
2022
Q3 | – | Sell |
-3,128
| Closed | -$219K | – | 145 |
|
|
2022
Q2 | $219K | Buy |
3,128
+118
| +4% | +$8.26K | 0.05% | 129 |
|
|
2022
Q1 | $249K | Buy |
3,010
+3
| +0.1% | +$248 | 0.05% | 120 |
|
|
2021
Q4 | $262K | Buy |
+3,007
| New | +$262K | 0.05% | 107 |
|