Roof Advisory Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$5.48M Sell
96,256
-980
-1% -$55.8K 3.19% 12
2019
Q1
$5.22M Sell
97,236
-5,786
-6% -$311K 3.38% 12
2018
Q4
$4.65M Buy
103,022
+4,982
+5% +$225K 3.32% 12
2018
Q3
$5.06M Buy
98,040
+427
+0.4% +$22K 2.71% 12
2018
Q2
$4.3M Buy
97,613
+7,814
+9% +$344K 2.35% 15
2018
Q1
$4.11M Buy
+89,799
New +$4.11M 2.07% 15