SVA Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $534K | Buy |
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|
2019
Q2 | $488K | Sell |
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|
2019
Q1 | $486K | Sell |
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|
2018
Q4 | $424K | Sell |
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|
2018
Q3 | $494K | Sell |
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|
2018
Q2 | $554K | Buy |
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|
2018
Q1 | $453K | Buy |
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|
2017
Q4 | $430K | Sell |
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|
2017
Q3 | $453K | Sell |
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|
2017
Q2 | $526K | Sell |
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|
2017
Q1 | $511K | Buy |
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|
2016
Q4 | $441K | Buy |
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|
2016
Q3 | $450K | Sell |
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|
2016
Q2 | $495K | Sell |
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|
2016
Q1 | $514K | Sell |
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|
2015
Q4 | $493K | Sell |
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|
2015
Q3 | $503K | Buy |
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|
2015
Q2 | $510K | Sell |
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|
2015
Q1 | $552K | Sell |
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|
2014
Q4 | $590K | Sell |
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|
2014
Q3 | $507K | Hold |
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|
2014
Q2 | $537K | Sell |
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|
2014
Q1 | $550K | Buy |
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|
2013
Q4 | $467K | Buy |
|