PWM
PRW Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,757
| Closed | -$215K | – | 232 |
|
|
2021
Q2 | $215K | Buy |
+2,757
| New | +$215K | 0.06% | 248 |
|
|
2019
Q2 | – | Sell |
-379
| Closed | -$20K | – | 483 |
|
|
2019
Q1 | $20K | Hold |
379
| – | – | 0.02% | 229 |
|
|
2018
Q4 | $18K | Buy |
+379
| New | +$18K | 0.02% | 242 |
|