Weld 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
Q3 | – | Sell |
-6,265
| Closed | -$488K | – | 135 |
|
|
2021
Q2 | $488K | Buy |
6,265
+2,579
| +70% | +$201K | 0.49% | 70 |
|
|
2021
Q1 | $259K | Sell |
3,686
-971
| -21% | -$68.2K | 0.11% | 271 |
|
|
2020
Q4 | $301K | Buy |
4,657
+355
| +8% | +$22.9K | 0.12% | 286 |
|
|
2020
Q3 | $257K | Sell |
4,302
-217
| -5% | -$13K | 0.1% | 315 |
|
|
2020
Q2 | $250K | Buy |
+4,519
| New | +$250K | 0.1% | 331 |
|