TD Ameritrade Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-286
| Closed | -$34K | – | 338 |
|
|
2023
Q2 | $34K | Buy |
286
+9
| +3% | +$1.07K | ﹤0.01% | 264 |
|
|
2023
Q1 | $26K | Sell |
277
-193
| -41% | -$18.1K | ﹤0.01% | 277 |
|
|
2022
Q4 | $38K | Sell |
470
-50
| -10% | -$4.04K | ﹤0.01% | 272 |
|
|
2022
Q3 | $32K | Buy |
520
+41
| +9% | +$2.52K | ﹤0.01% | 304 |
|
|
2022
Q2 | $33K | Sell |
479
-140
| -23% | -$9.65K | ﹤0.01% | 336 |
|
|
2022
Q1 | $51K | Sell |
619
-33
| -5% | -$2.72K | ﹤0.01% | 348 |
|
|
2021
Q4 | $57K | Sell |
652
-1,596
| -71% | -$140K | ﹤0.01% | 333 |
|
|
2021
Q3 | $134K | Buy |
2,248
+508
| +29% | +$30.3K | ﹤0.01% | 235 |
|
|
2021
Q2 | $135K | Buy |
1,740
+94
| +6% | +$7.29K | ﹤0.01% | 261 |
|
|
2021
Q1 | $106K | Hold |
1,646
| – | – | ﹤0.01% | 261 |
|
|
2020
Q4 | $106K | Sell |
1,646
-602
| -27% | -$38.8K | ﹤0.01% | 261 |
|
|
2020
Q3 | $134K | Buy |
2,248
+610
| +37% | +$36.4K | ﹤0.01% | 235 |
|
|
2020
Q2 | $91K | Buy |
1,638
+140
| +9% | +$7.78K | ﹤0.01% | 253 |
|
|
2020
Q1 | $72K | Sell |
1,498
-39
| -3% | -$1.87K | ﹤0.01% | 256 |
|
|
2019
Q4 | $81K | Buy |
1,537
+75
| +5% | +$3.95K | ﹤0.01% | 264 |
|
|
2019
Q3 | $80K | Buy |
1,462
+508
| +53% | +$27.8K | ﹤0.01% | 231 |
|
|
2019
Q2 | $54K | Buy |
954
+897
| +1,574% | +$50.8K | ﹤0.01% | 253 |
|
|
2019
Q1 | $3K | Sell |
57
-19
| -25% | -$1K | ﹤0.01% | 496 |
|
|
2018
Q4 | $3K | Sell |
76
-1
| -1% | -$39 | ﹤0.01% | 507 |
|
|
2018
Q3 | $4K | Sell |
77
-358
| -82% | -$18.6K | ﹤0.01% | 422 |
|
|
2018
Q2 | $19K | Buy |
+435
| New | +$19K | ﹤0.01% | 194 |
|