NAM
Nichols Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-11,300
| Closed | -$462K | – | 133 |
|
|
2014
Q1 | $462K | Hold |
11,300
| – | – | 0.1% | 94 |
|
|
2013
Q4 | $432K | Sell |
11,300
-500
| -4% | -$19.1K | 0.09% | 94 |
|
|
2013
Q3 | $391K | Hold |
11,800
| – | – | 0.11% | 96 |
|
|
2013
Q2 | $362K | Buy |
+11,800
| New | +$362K | 0.11% | 97 |
|