VWM
Vector Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,899
| Closed | -$238K | – | 81 |
|
|
2015
Q2 | $238K | Buy |
5,899
+153
| +3% | +$6.17K | 0.19% | 68 |
|
|
2015
Q1 | $248K | Buy |
5,746
+1,008
| +21% | +$43.5K | 0.2% | 63 |
|
|
2014
Q4 | $213K | Sell |
4,738
-668
| -12% | -$30K | 0.16% | 66 |
|
|
2014
Q3 | $207K | Buy |
5,406
+429
| +9% | +$16.4K | 0.15% | 54 |
|
|
2014
Q2 | $202K | Buy |
+4,977
| New | +$202K | 0.15% | 53 |
|