Retirement Capital Strategies’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,155
| Closed | -$228K | – | 74 |
|
|
2023
Q3 | $228K | Sell |
2,155
-426
| -17% | -$45.1K | 0.11% | 54 |
|
|
2023
Q2 | $307K | Sell |
2,581
-1,274
| -33% | -$152K | 0.14% | 54 |
|
|
2023
Q1 | $358K | Sell |
3,855
-640
| -14% | -$59.5K | 0.17% | 32 |
|
|
2022
Q4 | $367K | Sell |
4,495
-253
| -5% | -$20.7K | 0.18% | 32 |
|
|
2022
Q3 | $290K | Hold |
4,748
| – | – | 0.13% | 43 |
|
|
2022
Q2 | $332K | Hold |
4,748
| – | – | 0.15% | 48 |
|
|
2022
Q1 | $377K | Hold |
4,748
| – | – | 0.15% | 41 |
|
|
2021
Q4 | $414K | Buy |
+4,748
| New | +$414K | 0.15% | 51 |
|