Northstar Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $448K | Hold |
5,137
| – | – | 0.06% | 126 |
|
|
2021
Q1 | $360K | Buy |
5,137
+1,637
| +47% | +$115K | 0.05% | 125 |
|
|
2020
Q4 | $226K | Hold |
3,500
| – | – | 0.04% | 134 |
|
|
2020
Q3 | $209K | Buy |
+3,500
| New | +$209K | 0.04% | 129 |
|
|
2014
Q1 | – | Sell |
-5,857
| Closed | -$224K | – | 118 |
|
|
2013
Q4 | $224K | Buy |
+5,857
| New | +$224K | 0.06% | 109 |
|