Wealthstreet Investment Advisors’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 |
-11,744
| Closed | -$824K | – | 251 |
|
|
2021
Q1 | $824K | Buy |
11,744
+400
| +4% | +$28.1K | 0.08% | 190 |
|
|
2020
Q4 | $734K | Hold |
11,344
| – | – | 0.07% | 197 |
|
|
2020
Q3 | $677K | Hold |
11,344
| – | – | 0.08% | 185 |
|
|
2020
Q2 | $627K | Sell |
11,344
-100
| -0.9% | -$5.53K | 0.08% | 183 |
|
|
2020
Q1 | $553K | Hold |
11,444
| – | – | 0.08% | 173 |
|
|
2019
Q4 | $606K | Hold |
11,444
| – | – | 0.07% | 213 |
|
|
2019
Q3 | $627K | Hold |
11,444
| – | – | 0.08% | 196 |
|
|
2019
Q2 | $652K | Hold |
11,444
| – | – | 0.08% | 187 |
|
|
2019
Q1 | $615K | Sell |
11,444
-250
| -2% | -$13.4K | 0.08% | 193 |
|
|
2018
Q4 | $579K | Sell |
11,694
-2,000
| -15% | -$99K | 0.08% | 192 |
|
|
2018
Q3 | $706K | Sell |
13,694
-900
| -6% | -$46.4K | 0.09% | 200 |
|
|
2018
Q2 | $643K | Hold |
14,594
| – | – | 0.09% | 205 |
|
|
2018
Q1 | $668K | Buy |
14,594
+2,378
| +19% | +$109K | 0.08% | 199 |
|
|
2017
Q4 | $578K | Buy |
+12,216
| New | +$578K | 0.07% | 216 |
|