SWS
SYSTM Wealth Solutions’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,778
| Closed | -$3.08M | – | 469 |
|
|
2024
Q2 | $3.08M | Sell |
21,778
-14,396
| -40% | -$2.03M | 0.69% | 50 |
|
|
2024
Q1 | $4.54M | Buy |
36,174
+216
| +0.6% | +$27.1K | 0.57% | 42 |
|
|
2023
Q4 | $3.79M | Sell |
35,958
-5,889
| -14% | -$621K | 0.53% | 48 |
|
|
2023
Q3 | $4.43M | Sell |
41,847
-4,550
| -10% | -$482K | 0.68% | 33 |
|
|
2023
Q2 | $5.53M | Sell |
46,397
-6,670
| -13% | -$794K | 0.75% | 23 |
|
|
2023
Q1 | $4.93M | Sell |
53,067
-3,693
| -7% | -$343K | 0.76% | 27 |
|
|
2022
Q4 | $4.64M | Buy |
+56,760
| New | +$4.64M | 0.58% | 34 |
|