TWMP
Taylor Wealth Management Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-82
| Closed | -$3K | – | 155 |
|
|
2015
Q4 | $3K | Sell |
82
-2,743
| -97% | -$100K | ﹤0.01% | 129 |
|
|
2015
Q3 | $102K | Hold |
2,825
| – | – | 0.05% | 56 |
|
|
2015
Q2 | $114K | Sell |
2,825
-1,000
| -26% | -$40.4K | 0.04% | 63 |
|
|
2015
Q1 | $165K | Buy |
+3,825
| New | +$165K | 0.05% | 54 |
|