PFA
Paradigm Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,568
| Closed | -$220K | – | 112 |
|
|
2017
Q3 | $220K | Hold |
4,568
| – | – | 0.11% | 95 |
|
|
2017
Q2 | $229K | Sell |
4,568
-1,900
| -29% | -$95.3K | 0.12% | 96 |
|
|
2017
Q1 | $288K | Buy |
+6,468
| New | +$288K | 0.15% | 87 |
|
|
2016
Q4 | – | Sell |
-5,934
| Closed | -$233K | – | 107 |
|
|
2016
Q3 | $233K | Hold |
5,934
| – | – | 0.14% | 83 |
|
|
2016
Q2 | $242K | Hold |
5,934
| – | – | 0.15% | 80 |
|
|
2016
Q1 | $242K | Sell |
5,934
-3,318
| -36% | -$135K | 0.09% | 81 |
|
|
2015
Q4 | $337K | Hold |
9,252
| – | – | 0.21% | 70 |
|
|
2015
Q3 | $334K | Hold |
9,252
| – | – | 0.22% | 74 |
|
|
2015
Q2 | $372K | Hold |
9,252
| – | – | 0.28% | 65 |
|
|
2015
Q1 | $399K | Hold |
9,252
| – | – | 0.31% | 63 |
|
|
2014
Q4 | $416K | Buy |
9,252
+921
| +11% | +$41.4K | 0.34% | 57 |
|
|
2014
Q3 | $318K | Sell |
8,331
-200
| -2% | -$7.63K | 0.27% | 68 |
|
|
2014
Q2 | $345K | Hold |
8,531
| – | – | 0.29% | 64 |
|
|
2014
Q1 | $349K | Sell |
8,531
-1,859
| -18% | -$76.1K | 0.32% | 61 |
|
|
2013
Q4 | $398K | Buy |
+10,390
| New | +$398K | 0.39% | 55 |
|