Wells Trecaso Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,672
| Closed | -$202K | – | 69 |
|
|
2019
Q3 | $202K | Sell |
3,672
-17
| -0.5% | -$935 | 0.16% | 65 |
|
|
2019
Q2 | $210K | Sell |
3,689
-1,436
| -28% | -$81.7K | 0.17% | 64 |
|
|
2019
Q1 | $275K | Sell |
5,125
-592
| -10% | -$31.8K | 0.23% | 60 |
|
|
2018
Q4 | $258K | Buy |
5,717
+388
| +7% | +$17.5K | 0.25% | 58 |
|
|
2018
Q3 | $275K | Sell |
5,329
-364
| -6% | -$18.8K | 0.23% | 61 |
|
|
2018
Q2 | $251K | Buy |
5,693
+151
| +3% | +$6.66K | 0.24% | 59 |
|
|
2018
Q1 | $254K | Buy |
5,542
+255
| +5% | +$11.7K | 0.24% | 57 |
|
|
2017
Q4 | $250K | Buy |
+5,287
| New | +$250K | 0.24% | 54 |
|