PA
Perennial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-140
| Closed | -$11K | – | 216 |
|
|
2021
Q2 | $11K | Hold |
140
| – | – | ﹤0.01% | 241 |
|
|
2021
Q1 | $10K | Hold |
140
| – | – | ﹤0.01% | 236 |
|
|
2020
Q4 | $9K | Buy |
+140
| New | +$9K | ﹤0.01% | 206 |
|
|
2020
Q3 | – | Sell |
-155
| Closed | -$9K | – | 163 |
|
|
2020
Q2 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 191 |
|