Schubert & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-154
| Closed | -$14.3K | – | 1060 |
|
|
2023
Q1 | $14.3K | Buy |
154
+14
| +10% | +$1.3K | 0.01% | 170 |
|
|
2022
Q4 | $11.4K | Sell |
140
-32
| -19% | -$2.62K | 0.01% | 198 |
|
|
2022
Q3 | $11K | Buy |
172
+8
| +5% | +$512 | 0.01% | 185 |
|
|
2022
Q2 | $11K | Buy |
164
+51
| +45% | +$3.42K | 0.01% | 175 |
|
|
2022
Q1 | $9K | Buy |
113
+18
| +19% | +$1.43K | 0.01% | 120 |
|
|
2021
Q4 | $8K | Buy |
+95
| New | +$8K | 0.01% | 97 |
|