SWMG
Signature Wealth Management Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,784
| Closed | -$942K | – | 76 |
|
|
2020
Q3 | $942K | Buy |
15,784
+145
| +0.9% | +$8.65K | 0.68% | 48 |
|
|
2020
Q2 | $864K | Buy |
15,639
+547
| +4% | +$30.2K | 0.66% | 46 |
|
|
2020
Q1 | $729K | Buy |
15,092
+2,129
| +16% | +$103K | 0.64% | 44 |
|
|
2019
Q4 | $687K | Buy |
12,963
+463
| +4% | +$24.5K | 0.43% | 62 |
|
|
2019
Q3 | $688K | Buy |
+12,500
| New | +$688K | 0.46% | 51 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$3K | – | 233 |
|
|
2018
Q3 | $3K | Sell |
60
-11
| -15% | -$550 | ﹤0.01% | 287 |
|
|
2018
Q2 | $3K | Buy |
71
+60
| +545% | +$2.54K | ﹤0.01% | 288 |
|
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 316 |
|