Regal Wealth Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,077
| Closed | -$146K | – | 187 |
|
|
2021
Q1 | $146K | Hold |
2,077
| – | – | 0.09% | 51 |
|
|
2020
Q4 | $134K | Sell |
2,077
-282
| -12% | -$18.2K | 0.08% | 54 |
|
|
2020
Q3 | $141K | Buy |
2,359
+1
| +0% | +$60 | 0.11% | 50 |
|
|
2020
Q2 | $130K | Sell |
2,358
-1
| -0% | -$55 | 0.11% | 51 |
|
|
2020
Q1 | $114K | Sell |
2,359
-162
| -6% | -$7.83K | 0.11% | 49 |
|
|
2019
Q4 | $134K | Buy |
2,521
+166
| +7% | +$8.82K | 0.09% | 50 |
|
|
2019
Q3 | $130K | Hold |
2,355
| – | – | 0.09% | 49 |
|
|
2019
Q2 | $134K | Buy |
2,355
+2
| +0.1% | +$114 | 0.09% | 50 |
|
|
2019
Q1 | $126K | Buy |
2,353
+315
| +15% | +$16.9K | 0.09% | 50 |
|
|
2018
Q4 | $92K | Hold |
2,038
| – | – | 0.08% | 55 |
|
|
2018
Q3 | $105K | Hold |
2,038
| – | – | 0.07% | 56 |
|
|
2018
Q2 | $90K | Hold |
2,038
| – | – | 0.1% | 57 |
|
|
2018
Q1 | $93K | Hold |
2,038
| – | – | 0.07% | 55 |
|
|
2017
Q4 | $96K | Hold |
2,038
| – | – | 0.07% | 55 |
|
|
2017
Q3 | $99K | Sell |
2,038
-50
| -2% | -$2.43K | 0.07% | 52 |
|
|
2017
Q2 | $105K | Hold |
2,088
| – | – | 0.08% | 52 |
|
|
2017
Q1 | $93K | Hold |
2,088
| – | – | 0.07% | 54 |
|
|
2016
Q4 | $80K | Hold |
2,088
| – | – | 0.07% | 55 |
|
|
2016
Q3 | $82K | Hold |
2,088
| – | – | 0.07% | 49 |
|
|
2016
Q2 | $85K | Hold |
2,088
| – | – | 0.08% | 47 |
|
|
2016
Q1 | $85K | Hold |
2,088
| – | – | 0.08% | 46 |
|
|
2015
Q4 | $76K | Buy |
+2,088
| New | +$76K | 0.08% | 52 |
|