WEC
Winslow Evans & Crocker’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.9M | Sell |
44,798
-3,356
| -7% | -$217K | 0.55% | 38 |
|
|
2020
Q3 | $2.88M | Sell |
48,154
-1,300
| -3% | -$77.6K | 0.71% | 29 |
|
|
2020
Q2 | $2.73M | Sell |
49,454
-5,400
| -10% | -$298K | 0.73% | 31 |
|
|
2020
Q1 | $2.65M | Hold |
54,854
| – | – | 0.87% | 24 |
|
|
2019
Q4 | $2.91M | Sell |
54,854
-5,530
| -9% | -$293K | 0.74% | 28 |
|
|
2019
Q3 | $3.33M | Hold |
60,384
| – | – | 0.93% | 18 |
|
|
2019
Q2 | $3.44M | Sell |
60,384
-518
| -0.9% | -$29.5K | 0.96% | 18 |
|
|
2019
Q1 | $3.27M | Sell |
60,902
-52
| -0.1% | -$2.79K | 0.93% | 21 |
|
|
2018
Q4 | $2.75M | Sell |
60,954
-656
| -1% | -$29.6K | 0.93% | 21 |
|
|
2018
Q3 | $3.18M | Sell |
61,610
-5,060
| -8% | -$261K | 0.96% | 19 |
|
|
2018
Q2 | $2.94M | Hold |
66,670
| – | – | 0.92% | 20 |
|
|
2018
Q1 | $3.05M | Buy |
66,670
+2,500
| +4% | +$114K | 0.99% | 18 |
|
|
2017
Q4 | $3.03M | Hold |
64,170
| – | – | 0.98% | 21 |
|
|
2017
Q3 | $3.1M | Sell |
64,170
-4,679
| -7% | -$226K | 1.03% | 17 |
|
|
2017
Q2 | $3.44M | Sell |
68,849
-23,109
| -25% | -$1.15M | 0.94% | 16 |
|
|
2017
Q1 | $4.1M | Sell |
91,958
-7,024
| -7% | -$313K | 1.29% | 11 |
|
|
2016
Q4 | $3.81M | Sell |
98,982
-4,130
| -4% | -$159K | 1.17% | 15 |
|
|
2016
Q3 | $4.05M | Sell |
103,112
-2,814
| -3% | -$111K | 1.16% | 15 |
|
|
2016
Q2 | $4.34M | Sell |
105,926
-499
| -0.5% | -$20.4K | 1.3% | 12 |
|
|
2016
Q1 | $4.35M | Sell |
106,425
-1,537
| -1% | -$62.9K | 1.31% | 16 |
|
|
2015
Q4 | $3.94M | Sell |
107,962
-6,372
| -6% | -$233K | 1.13% | 17 |
|
|
2015
Q3 | $4.13M | Sell |
114,334
-2,140
| -2% | -$77.3K | 1.3% | 14 |
|
|
2015
Q2 | $4.69M | Sell |
116,474
-710
| -0.6% | -$28.6K | 1.33% | 11 |
|
|
2015
Q1 | $5.06M | Sell |
117,184
-3,574
| -3% | -$154K | 1.43% | 9 |
|
|
2014
Q4 | $5.43M | Sell |
120,758
-4,582
| -4% | -$206K | 1.55% | 10 |
|
|
2014
Q3 | $4.8M | Buy |
125,340
+3,749
| +3% | +$144K | 1.38% | 10 |
|
|
2014
Q2 | $4.93M | Sell |
121,591
-2,835
| -2% | -$115K | 1.63% | 6 |
|
|
2014
Q1 | $5.09M | Buy |
124,426
+1,051
| +0.9% | +$43K | 1.75% | 5 |
|
|
2013
Q4 | $4.72M | Buy |
+123,375
| New | +$4.72M | 1.61% | 4 |
|