Vista Capital Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,174
| Closed | -$237K | – | 55 |
|
|
2018
Q1 | $237K | Hold |
5,174
| – | – | 0.05% | 48 |
|
|
2017
Q4 | $245K | Buy |
5,174
+251
| +5% | +$11.9K | 0.06% | 45 |
|
|
2017
Q3 | $238K | Hold |
4,923
| – | – | 0.06% | 47 |
|
|
2017
Q2 | $247K | Hold |
4,923
| – | – | 0.06% | 45 |
|
|
2017
Q1 | $220K | Buy |
+4,923
| New | +$220K | 0.06% | 46 |
|
|
2016
Q4 | – | Sell |
-5,178
| Closed | -$203K | – | 54 |
|
|
2016
Q3 | $203K | Hold |
5,178
| – | – | 0.06% | 45 |
|
|
2016
Q2 | $212K | Sell |
5,178
-465
| -8% | -$19K | 0.06% | 39 |
|
|
2016
Q1 | $231K | Hold |
5,643
| – | – | 0.07% | 39 |
|
|
2015
Q4 | $206K | Hold |
5,643
| – | – | 0.06% | 44 |
|
|
2015
Q3 | $204K | Sell |
5,643
-470
| -8% | -$17K | 0.07% | 44 |
|
|
2015
Q2 | $246K | Hold |
6,113
| – | – | 0.08% | 41 |
|
|
2015
Q1 | $264K | Hold |
6,113
| – | – | 0.08% | 38 |
|
|
2014
Q4 | $275K | Hold |
6,113
| – | – | 0.09% | 37 |
|
|
2014
Q3 | $234K | Buy |
6,113
+848
| +16% | +$32.5K | 0.08% | 39 |
|
|
2014
Q2 | $213K | Sell |
5,265
-810
| -13% | -$32.8K | 0.07% | 40 |
|
|
2014
Q1 | $249K | Sell |
6,075
-1,240
| -17% | -$50.8K | 0.09% | 37 |
|
|
2013
Q4 | $280K | Hold |
7,315
| – | – | 0.1% | 34 |
|
|
2013
Q3 | $243K | Sell |
7,315
-357
| -5% | -$11.9K | 0.09% | 36 |
|
|
2013
Q2 | $236K | Buy |
+7,672
| New | +$236K | 0.09% | 36 |
|