OptiFour Integrated Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $215K | Hold |
4,050
| – | – | 0.15% | 69 |
|
|
2019
Q3 | $223K | Sell |
4,050
-443
| -10% | -$24.4K | 0.16% | 67 |
|
|
2019
Q2 | $256K | Buy |
4,493
+285
| +7% | +$16.2K | 0.18% | 66 |
|
|
2019
Q1 | $226K | Buy |
+4,208
| New | +$226K | 0.18% | 46 |
|
|
2018
Q4 | – | Sell |
-4,851
| Closed | -$250K | – | 55 |
|
|
2018
Q3 | $250K | Sell |
4,851
-60
| -1% | -$3.09K | 0.21% | 48 |
|
|
2018
Q2 | $216K | Buy |
4,911
+60
| +1% | +$2.64K | 0.19% | 51 |
|
|
2018
Q1 | $222K | Sell |
4,851
-664
| -12% | -$30.4K | 0.19% | 55 |
|
|
2017
Q4 | $261K | Buy |
+5,515
| New | +$261K | 0.22% | 50 |
|