TrueWealth LLC’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $336K | Sell |
6,077
-69
| -1% | -$3.82K | 0.14% | 93 |
|
|
2020
Q1 | $297K | Sell |
6,146
-1,665
| -21% | -$80.5K | 0.14% | 92 |
|
|
2019
Q4 | $414K | Buy |
7,811
+7
| +0.1% | +$371 | 0.17% | 86 |
|
|
2019
Q3 | $429K | Buy |
7,804
+7
| +0.1% | +$385 | 0.19% | 79 |
|
|
2019
Q2 | $444K | Sell |
7,797
-575
| -7% | -$32.7K | 0.2% | 78 |
|
|
2019
Q1 | $450K | Sell |
8,372
-11
| -0.1% | -$591 | 0.21% | 77 |
|
|
2018
Q4 | $378K | Buy |
8,383
+7
| +0.1% | +$316 | 0.19% | 84 |
|
|
2018
Q3 | $432K | Buy |
8,376
+6
| +0.1% | +$309 | 0.2% | 80 |
|
|
2018
Q2 | $369K | Buy |
8,370
+267
| +3% | +$11.8K | 0.18% | 87 |
|
|
2018
Q1 | $371K | Sell |
8,103
-79
| -1% | -$3.62K | 0.19% | 79 |
|
|
2017
Q4 | $387K | Buy |
+8,182
| New | +$387K | 0.18% | 88 |
|