Tiedemann Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $203K | Hold |
4,949
| – | – | 0.04% | 65 |
|
|
2016
Q1 | $202K | Buy |
+4,949
| New | +$202K | 0.03% | 69 |
|
|
2015
Q2 | – | Sell |
-4,949
| Closed | -$214K | – | 73 |
|
|
2015
Q1 | $214K | Sell |
4,949
-70
| -1% | -$3.03K | 0.02% | 56 |
|
|
2014
Q4 | $225K | Buy |
+5,019
| New | +$225K | 0.02% | 60 |
|
|
2014
Q3 | – | Sell |
-5,019
| Closed | -$203K | – | 79 |
|
|
2014
Q2 | $203K | Sell |
5,019
-710
| -12% | -$28.7K | 0.02% | 79 |
|
|
2014
Q1 | $234 | Hold |
5,729
| – | – | 0.03% | 79 |
|
|
2013
Q4 | $219K | Buy |
+5,729
| New | +$219K | 0.03% | 76 |
|