Squar Milner Financial Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,095
| Closed | -$779K | – | 135 |
|
|
2020
Q2 | $779K | Buy |
14,095
+872
| +7% | +$48.2K | 0.44% | 60 |
|
|
2020
Q1 | $639K | Buy |
13,223
+1,790
| +16% | +$86.5K | 0.38% | 51 |
|
|
2019
Q4 | $605K | Sell |
11,433
-3,438
| -23% | -$182K | 0.3% | 72 |
|
|
2019
Q3 | $888K | Buy |
14,871
+6,263
| +73% | +$374K | 0.45% | 58 |
|
|
2019
Q2 | $490K | Buy |
8,608
+1,208
| +16% | +$68.8K | 0.33% | 69 |
|
|
2019
Q1 | $397K | Buy |
7,400
+1,715
| +30% | +$92K | 0.29% | 76 |
|
|
2018
Q4 | $257K | Hold |
5,685
| – | – | 0.25% | 105 |
|
|
2018
Q3 | $293K | Sell |
5,685
-1,086
| -16% | -$56K | 0.26% | 102 |
|
|
2018
Q2 | $298K | Hold |
6,771
| – | – | 0.26% | 102 |
|
|
2018
Q1 | $310K | Buy |
6,771
+25
| +0.4% | +$1.15K | 0.39% | 86 |
|
|
2017
Q4 | $350K | Buy |
+6,746
| New | +$350K | 0.42% | 84 |
|