VDFA
Vickerman & Driscoll Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,828
| Closed | -$635K | – | 70 |
|
|
2019
Q1 | $635K | Sell |
11,828
-374
| -3% | -$20.1K | 0.36% | 53 |
|
|
2018
Q4 | $551K | Sell |
12,202
-432
| -3% | -$19.5K | 0.43% | 52 |
|
|
2018
Q3 | $651K | Sell |
12,634
-151
| -1% | -$7.78K | 0.45% | 52 |
|
|
2018
Q2 | $563K | Sell |
12,785
-11,078
| -46% | -$488K | 0.41% | 55 |
|
|
2018
Q1 | $1.09M | Sell |
23,863
-2,667
| -10% | -$122K | 0.81% | 38 |
|
|
2017
Q4 | $1.25M | Buy |
+26,530
| New | +$1.25M | 0.99% | 35 |
|