WA
Wheatland Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,149
| Closed | -$326K | – | 73 |
|
2019
Q4 | $326K | Sell |
6,149
-1
| -0% | -$53 | 0.42% | 73 |
|
2019
Q3 | $338K | Sell |
6,150
-200
| -3% | -$11K | 0.31% | 75 |
|
2019
Q2 | $362K | Hold |
6,350
| – | – | 0.27% | 79 |
|
2019
Q1 | $341K | Hold |
6,350
| – | – | 0.26% | 81 |
|
2018
Q4 | $287K | Hold |
6,350
| – | – | 0.25% | 81 |
|
2018
Q3 | $327K | Hold |
6,350
| – | – | 0.25% | 84 |
|
2018
Q2 | $280K | Hold |
6,350
| – | – | 0.23% | 86 |
|
2018
Q1 | $291K | Hold |
6,350
| – | – | 0.24% | 84 |
|
2017
Q4 | $300K | Buy |
6,350
+200
| +3% | +$9.45K | 0.24% | 84 |
|
2017
Q3 | $297K | Hold |
6,150
| – | – | 0.25% | 83 |
|
2017
Q2 | $308K | Hold |
6,150
| – | – | 0.28% | 80 |
|
2017
Q1 | $274K | Hold |
6,150
| – | – | 0.24% | 82 |
|
2016
Q4 | $236K | Hold |
6,150
| – | – | 0.21% | 85 |
|
2016
Q3 | $242K | Hold |
6,150
| – | – | 0.23% | 85 |
|
2016
Q2 | $252K | Sell |
6,150
-50
| -0.8% | -$2.05K | 0.24% | 81 |
|
2016
Q1 | $254K | Hold |
6,200
| – | – | 0.26% | 80 |
|
2015
Q4 | $226K | Sell |
6,200
-100
| -2% | -$3.65K | 0.23% | 81 |
|
2015
Q3 | $228K | Hold |
6,300
| – | – | 0.25% | 80 |
|
2015
Q2 | $254K | Hold |
6,300
| – | – | 0.24% | 82 |
|
2015
Q1 | $272K | Hold |
6,300
| – | – | 0.27% | 75 |
|
2014
Q4 | $283K | Hold |
6,300
| – | – | 0.28% | 76 |
|
2014
Q3 | $241K | Hold |
6,300
| – | – | 0.24% | 77 |
|
2014
Q2 | $2.14M | Sell |
6,300
-1,150
| -15% | -$391K | 1.95% | 17 |
|
2014
Q1 | $305K | Hold |
7,450
| – | – | 0.31% | 71 |
|
2013
Q4 | $285K | Buy |
+7,450
| New | +$285K | 0.3% | 72 |
|