RWA
RGT Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,016
| Closed | -$250K | – | 130 |
|
|
2022
Q1 | $250K | Hold |
3,016
| – | – | 0.04% | 70 |
|
|
2021
Q4 | $263K | Sell |
3,016
-540
| -15% | -$47.1K | 0.04% | 78 |
|
|
2021
Q3 | $310K | Buy |
3,556
+140
| +4% | +$12.2K | 0.06% | 38 |
|
|
2021
Q2 | $266K | Sell |
3,416
-900
| -21% | -$70.1K | 0.05% | 45 |
|
|
2021
Q1 | $303K | Buy |
4,316
+100
| +2% | +$7.02K | 0.06% | 38 |
|
|
2020
Q4 | $273K | Hold |
4,216
| – | – | 0.06% | 53 |
|
|
2020
Q3 | $252K | Sell |
4,216
-1,000
| -19% | -$59.8K | 0.06% | 34 |
|
|
2020
Q2 | $288K | Buy |
+5,216
| New | +$288K | 0.08% | 27 |
|