SWM
Selective Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$12K | – | 539 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | 0.01% | 496 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | 0.01% | 520 |
|
|
2022
Q1 | $17K | Hold |
200
| – | – | 0.01% | 476 |
|
|
2021
Q4 | $17K | Sell |
200
-1,100
| -85% | -$93.5K | 0.01% | 430 |
|
|
2021
Q3 | $113K | Buy |
1,300
+1,100
| +550% | +$95.6K | 0.06% | 164 |
|
|
2021
Q2 | $16K | Hold |
200
| – | – | 0.01% | 297 |
|
|
2021
Q1 | $14K | Hold |
200
| – | – | 0.01% | 224 |
|
|
2020
Q4 | $13K | Hold |
200
| – | – | 0.01% | 221 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | 0.01% | 190 |
|
|
2020
Q2 | $11K | Hold |
200
| – | – | 0.01% | 234 |
|
|
2020
Q1 | $10K | Hold |
200
| – | – | 0.02% | 154 |
|
|
2019
Q4 | $11K | Hold |
200
| – | – | 0.01% | 155 |
|
|
2019
Q3 | $11K | Buy |
+200
| New | +$11K | 0.02% | 164 |
|