OAM
Optimal Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8.16M | Buy |
93,599
+83
| +0.1% | +$7.23K | 1.02% | 10 |
|
|
2021
Q2 | $7.28M | Hold |
93,516
| – | – | 0.86% | 15 |
|
|
2021
Q1 | $6.56M | Buy |
93,516
+59,400
| +174% | +$4.17M | 0.85% | 15 |
|
|
2020
Q4 | $2.21M | Hold |
34,116
| – | – | 0.31% | 109 |
|
|
2020
Q3 | $2.04M | Buy |
34,116
+17,584
| +106% | +$1.05M | 0.29% | 115 |
|
|
2020
Q2 | $914K | Sell |
16,532
-15,952
| -49% | -$882K | 0.15% | 227 |
|
|
2020
Q1 | $1.57K | Buy |
32,484
+7,235
| +29% | +$350 | 0.15% | 224 |
|
|
2019
Q4 | $1.34M | Buy |
+25,249
| New | +$1.34M | 0.2% | 190 |
|