WealthTrust Fairport’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $44K | Buy |
813
+13
| +2% | +$704 | ﹤0.01% | 246 |
|
|
2018
Q4 | $36K | Hold |
800
| – | – | ﹤0.01% | 244 |
|
|
2018
Q3 | $41K | Sell |
800
-300
| -27% | -$15.4K | ﹤0.01% | 269 |
|
|
2018
Q2 | $48K | Sell |
1,100
-62
| -5% | -$2.71K | ﹤0.01% | 249 |
|
|
2018
Q1 | $53K | Buy |
+1,162
| New | +$53K | 0.01% | 233 |
|
|
2015
Q1 | – | Sell |
-750
| Closed | -$34K | – | 308 |
|
|
2014
Q4 | $34K | Hold |
750
| – | – | ﹤0.01% | 211 |
|
|
2014
Q3 | $29K | Sell |
750
-153
| -17% | -$5.92K | ﹤0.01% | 187 |
|
|
2014
Q2 | $37K | Buy |
903
+500
| +124% | +$20.5K | 0.01% | 169 |
|
|
2014
Q1 | $16K | Sell |
403
-165
| -29% | -$6.55K | ﹤0.01% | 197 |
|
|
2013
Q4 | $22K | Sell |
568
-450
| -44% | -$17.4K | ﹤0.01% | 172 |
|
|
2013
Q3 | $34K | Sell |
1,018
-132
| -11% | -$4.41K | 0.01% | 177 |
|
|
2013
Q2 | $35K | Buy |
+1,150
| New | +$35K | 0.01% | 171 |
|