Westshore Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,501
| Closed | -$232K | – | 118 |
|
|
2023
Q1 | $232K | Buy |
+2,501
| New | +$232K | 0.12% | 93 |
|
|
2022
Q3 | – | Sell |
-4,742
| Closed | -$331K | – | 101 |
|
|
2022
Q2 | $331K | Buy |
4,742
+2
| +0% | +$140 | 0.22% | 54 |
|
|
2022
Q1 | $392K | Buy |
4,740
+860
| +22% | +$71.1K | 0.26% | 49 |
|
|
2021
Q4 | $338K | Buy |
+3,880
| New | +$338K | 0.23% | 59 |
|
|
2021
Q2 | – | Sell |
-6,866
| Closed | -$482K | – | 150 |
|
|
2021
Q1 | $482K | Buy |
+6,866
| New | +$482K | 0.28% | 62 |
|