Wellesley Investment Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $260K | Buy |
4,363
+44
| +1% | +$2.62K | 0.09% | 88 |
|
|
2020
Q2 | $238K | Buy |
+4,319
| New | +$238K | 0.08% | 94 |
|
|
2019
Q4 | – | Sell |
-3,996
| Closed | -$220K | – | 126 |
|
|
2019
Q3 | $220K | Buy |
3,996
+447
| +13% | +$24.6K | 0.07% | 100 |
|
|
2019
Q2 | $202K | Buy |
+3,549
| New | +$202K | 0.07% | 105 |
|
|
2018
Q4 | – | Sell |
-3,919
| Closed | -$202K | – | 129 |
|
|
2018
Q3 | $202K | Buy |
+3,919
| New | +$202K | 0.07% | 126 |
|