Wealthcare Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-155
| Closed | -$11K | – | 490 |
|
2021
Q1 | $11K | Buy |
+155
| New | +$11K | ﹤0.01% | 268 |
|
2020
Q2 | – | Sell |
-6
| Closed | – | – | 186 |
|
2020
Q1 | $0 | Sell |
6
-157
| -96% | – | ﹤0.01% | 525 |
|
2019
Q4 | $9K | Buy |
163
+140
| +609% | +$7.73K | ﹤0.01% | 199 |
|
2019
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 181 |
|
2019
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 174 |
|
2019
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 181 |
|
2018
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 178 |
|
2018
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 182 |
|
2018
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 184 |
|
2018
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 189 |
|
2017
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 212 |
|
2017
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 173 |
|
2017
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 167 |
|
2017
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 174 |
|
2016
Q4 | $1K | Sell |
23
-335
| -94% | -$14.6K | ﹤0.01% | 171 |
|
2016
Q3 | $14K | Hold |
358
| – | – | ﹤0.01% | 114 |
|
2016
Q2 | $15K | Hold |
358
| – | – | ﹤0.01% | 109 |
|
2016
Q1 | $15K | Hold |
358
| – | – | ﹤0.01% | 117 |
|
2015
Q4 | $13K | Hold |
358
| – | – | ﹤0.01% | 135 |
|
2015
Q3 | $13K | Sell |
358
-200
| -36% | -$7.26K | ﹤0.01% | 147 |
|
2015
Q2 | $22K | Sell |
558
-320
| -36% | -$12.6K | ﹤0.01% | 151 |
|
2015
Q1 | $38K | Buy |
878
+72
| +9% | +$3.12K | ﹤0.01% | 302 |
|
2014
Q4 | $36K | Buy |
806
+23
| +3% | +$1.03K | ﹤0.01% | 94 |
|
2014
Q3 | $30K | Hold |
783
| – | – | ﹤0.01% | 99 |
|
2014
Q2 | $32K | Buy |
783
+324
| +71% | +$13.2K | ﹤0.01% | 92 |
|
2014
Q1 | $19K | Buy |
459
+448
| +4,073% | +$18.5K | ﹤0.01% | 107 |
|
2013
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 125 |
|
2013
Q3 | $0 | Sell |
11
-66
| -86% | – | ﹤0.01% | 127 |
|
2013
Q2 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 113 |
|