RPg Family Wealth Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,574
| Closed | -$60.5K | – | 321 |
|
|
2016
Q4 | $60.5K | Buy |
1,574
+20
| +1% | +$769 | 0.05% | 107 |
|
|
2016
Q3 | $61K | Hold |
1,554
| – | – | 0.04% | 108 |
|
|
2016
Q2 | $63.6K | Hold |
1,554
| – | – | 0.03% | 110 |
|
|
2016
Q1 | $63.6K | Buy |
1,554
+354
| +30% | +$14.5K | 0.05% | 113 |
|
|
2015
Q4 | $43.8K | Buy |
+1,200
| New | +$43.8K | 0.04% | 103 |
|