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Planning Solutions Group’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$678K Buy
11,897
+227
+2% +$12.9K 0.35% 58
2019
Q1
$627K Buy
11,670
+2
+0% +$107 0.34% 61
2018
Q4
$527K Buy
+11,668
New +$527K 0.32% 66