Partnervest Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $392K | Buy |
6,560
+475
| +8% | +$28.4K | 0.12% | 140 |
|
|
2020
Q2 | $336K | Sell |
6,085
-78
| -1% | -$4.31K | 0.13% | 136 |
|
|
2020
Q1 | $298K | Sell |
6,163
-30
| -0.5% | -$1.45K | 0.13% | 135 |
|
|
2019
Q4 | $328K | Sell |
6,193
-347
| -5% | -$18.4K | 0.12% | 132 |
|
|
2019
Q3 | $360K | Buy |
6,540
+417
| +7% | +$23K | 0.13% | 138 |
|
|
2019
Q2 | $349K | Sell |
6,123
-100
| -2% | -$5.7K | 0.14% | 128 |
|
|
2019
Q1 | $334K | Sell |
6,223
-558
| -8% | -$29.9K | 0.14% | 136 |
|
|
2018
Q4 | $306K | Sell |
6,781
-1,252
| -16% | -$56.5K | 0.15% | 137 |
|
|
2018
Q3 | $414K | Buy |
8,033
+241
| +3% | +$12.4K | 0.16% | 131 |
|
|
2018
Q2 | $343K | Sell |
7,792
-212
| -3% | -$9.33K | 0.16% | 130 |
|
|
2018
Q1 | $366K | Buy |
8,004
+207
| +3% | +$9.47K | 0.17% | 128 |
|
|
2017
Q4 | $369K | Buy |
7,797
+1,066
| +16% | +$50.4K | 0.18% | 120 |
|
|
2017
Q3 | $325K | Hold |
6,731
| – | – | 0.16% | 135 |
|
|
2017
Q2 | $337K | Buy |
6,731
+39
| +0.6% | +$1.95K | 0.15% | 137 |
|
|
2017
Q1 | $299K | Sell |
6,692
-424
| -6% | -$18.9K | 0.14% | 144 |
|
|
2016
Q4 | $274K | Sell |
7,116
-1,645
| -19% | -$63.3K | 0.13% | 157 |
|
|
2016
Q3 | $344K | Buy |
8,761
+643
| +8% | +$25.2K | 0.16% | 134 |
|
|
2016
Q2 | $332K | Sell |
8,118
-420
| -5% | -$17.2K | 0.16% | 132 |
|
|
2016
Q1 | $349K | Buy |
+8,538
| New | +$349K | 0.18% | 118 |
|
|
2014
Q3 | – | Sell |
-1,833
| Closed | -$74K | – | 594 |
|
|
2014
Q2 | $74K | Sell |
1,833
-600
| -25% | -$24.2K | 0.03% | 292 |
|
|
2014
Q1 | $100K | Buy |
2,433
+46
| +2% | +$1.89K | 0.04% | 231 |
|
|
2013
Q4 | $91K | Buy |
2,387
+234
| +11% | +$8.92K | 0.04% | 232 |
|
|
2013
Q3 | $71K | Buy |
2,153
+114
| +6% | +$3.76K | 0.04% | 233 |
|
|
2013
Q2 | $63K | Buy |
+2,039
| New | +$63K | 0.03% | 208 |
|