NewFocus Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $202K | Buy |
+3,115
| New | +$202K | 0.06% | 115 |
|
|
2020
Q1 | – | Sell |
-4,017
| Closed | -$213K | – | 105 |
|
|
2019
Q4 | $213K | Sell |
4,017
-321
| -7% | -$17K | 0.08% | 100 |
|
|
2019
Q3 | $239K | Sell |
4,338
-679
| -14% | -$37.4K | 0.1% | 94 |
|
|
2019
Q2 | $286K | Hold |
5,017
| – | – | 0.13% | 78 |
|
|
2019
Q1 | $269K | Hold |
5,017
| – | – | 0.13% | 77 |
|
|
2018
Q4 | $227K | Buy |
+5,017
| New | +$227K | 0.13% | 80 |
|