Surevest’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $378K | Hold |
6,185
| – | – | 0.1% | 113 |
|
|
2022
Q2 | $432K | Buy |
6,185
+15
| +0.2% | +$1.05K | 0.11% | 114 |
|
|
2022
Q1 | $510K | Hold |
6,170
| – | – | 0.12% | 113 |
|
|
2021
Q4 | $538K | Hold |
6,170
| – | – | 0.13% | 89 |
|
|
2021
Q3 | $538K | Buy |
6,170
+72
| +1% | +$6.28K | 0.14% | 84 |
|
|
2021
Q2 | $475K | Hold |
6,098
| – | – | 0.12% | 83 |
|
|
2021
Q1 | $428K | Hold |
6,098
| – | – | 0.13% | 77 |
|
|
2020
Q4 | $394K | Hold |
6,098
| – | – | 0.13% | 72 |
|
|
2020
Q3 | $364K | Hold |
6,098
| – | – | 0.14% | 71 |
|
|
2020
Q2 | $337K | Buy |
+6,098
| New | +$337K | 0.15% | 73 |
|