PWM
ParenteBeard Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $11.7K | Sell |
527
-11,192
| -96% | -$249K | 0.14% | 52 |
|
|
2014
Q3 | $449K | Hold |
11,719
| – | – | 0.19% | 66 |
|
|
2014
Q2 | $475K | Hold |
11,719
| – | – | 0.21% | 62 |
|
|
2014
Q1 | $479K | Sell |
11,719
-514
| -4% | -$21K | 0.24% | 61 |
|
|
2013
Q4 | $468K | Sell |
12,233
-734
| -6% | -$28.1K | 0.18% | 79 |
|
|
2013
Q3 | $430K | Sell |
12,967
-300
| -2% | -$9.95K | 0.21% | 60 |
|
|
2013
Q2 | $407K | Buy |
+13,267
| New | +$407K | 0.18% | 64 |
|