Wealthfront’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.82M | Buy |
74,068
+9,537
| +15% | +$492K | 0.04% | 78 |
|
|
2018
Q2 | $2.84M | Sell |
64,531
-30,776
| -32% | -$1.36M | 0.03% | 88 |
|
|
2018
Q1 | $4.36M | Sell |
95,307
-1,576
| -2% | -$72.1K | 0.04% | 70 |
|
|
2017
Q4 | $4.58M | Sell |
96,883
-4,743
| -5% | -$224K | 0.05% | 67 |
|
|
2017
Q3 | $4.91M | Buy |
101,626
+5,905
| +6% | +$286K | 0.06% | 55 |
|
|
2017
Q2 | $4.8M | Buy |
95,721
+8,305
| +10% | +$416K | 0.07% | 49 |
|
|
2017
Q1 | $3.9M | Buy |
87,416
+14,040
| +19% | +$626K | 0.07% | 53 |
|
|
2016
Q4 | $2.82M | Buy |
73,376
+1,697
| +2% | +$65.2K | 0.06% | 58 |
|
|
2016
Q3 | $2.82M | Sell |
71,679
-2,320
| -3% | -$91.1K | 0.07% | 56 |
|
|
2016
Q2 | $3.03M | Buy |
73,999
+4,244
| +6% | +$174K | 0.08% | 47 |
|
|
2016
Q1 | $2.85M | Buy |
69,755
+31,892
| +84% | +$1.3M | 0.09% | 45 |
|
|
2015
Q4 | $1.38M | Sell |
37,863
-2,858
| -7% | -$104K | 0.05% | 72 |
|
|
2015
Q3 | $1.47M | Buy |
40,721
+15,040
| +59% | +$543K | 0.06% | 62 |
|
|
2015
Q2 | $1.04M | Buy |
25,681
+4,831
| +23% | +$195K | 0.04% | 56 |
|
|
2015
Q1 | $900K | Buy |
20,850
+1,786
| +9% | +$77.1K | 0.04% | 44 |
|
|
2014
Q4 | $857K | Buy |
19,064
+4,727
| +33% | +$212K | 0.05% | 43 |
|
|
2014
Q3 | $549K | Sell |
14,337
-2,231
| -13% | -$85.4K | 0.04% | 54 |
|
|
2014
Q2 | $685K | Buy |
16,568
+7,976
| +93% | +$330K | 0.06% | 29 |
|
|
2014
Q1 | $356K | Buy |
+8,592
| New | +$356K | 0.04% | 35 |
|