WFG Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $148K | Sell |
2,953
-8
| -0.3% | -$401 | 0.03% | 439 |
|
|
2017
Q1 | $132K | Sell |
2,961
-38
| -1% | -$1.69K | 0.04% | 419 |
|
|
2016
Q4 | $115K | Sell |
2,999
-229
| -7% | -$8.78K | 0.03% | 492 |
|
|
2016
Q3 | $127K | Buy |
3,228
+1,539
| +91% | +$60.5K | 0.03% | 469 |
|
|
2016
Q2 | $69K | Buy |
1,689
+250
| +17% | +$10.2K | 0.02% | 605 |
|
|
2016
Q1 | $59K | Sell |
1,439
-400
| -22% | -$16.4K | 0.02% | 617 |
|
|
2015
Q4 | $67K | Sell |
1,839
-603
| -25% | -$22K | 0.02% | 576 |
|
|
2015
Q3 | $88K | Buy |
2,442
+36
| +1% | +$1.3K | 0.03% | 484 |
|
|
2015
Q2 | $97K | Sell |
2,406
-4
| -0.2% | -$161 | 0.03% | 538 |
|
|
2015
Q1 | $104K | Sell |
2,410
-4,862
| -67% | -$210K | 0.03% | 521 |
|
|
2014
Q4 | $327K | Sell |
7,272
-3,449
| -32% | -$155K | 0.07% | 317 |
|
|
2014
Q3 | $410K | Sell |
10,721
-158
| -1% | -$6.04K | 0.08% | 299 |
|
|
2014
Q2 | $441K | Sell |
10,879
-285
| -3% | -$11.6K | 0.08% | 281 |
|
|
2014
Q1 | $457K | Sell |
11,164
-6,907
| -38% | -$283K | 0.09% | 259 |
|
|
2013
Q4 | $691K | Buy |
18,071
+431
| +2% | +$16.5K | 0.1% | 237 |
|
|
2013
Q3 | $585K | Buy |
17,640
+1,588
| +10% | +$52.7K | 0.09% | 251 |
|
|
2013
Q2 | $493K | Buy |
+16,052
| New | +$493K | 0.08% | 261 |
|