Winthrop Partners - WNY’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $29.9K | Buy |
+544
| New | +$29.9K | 0.02% | 204 |
|
|
2018
Q4 | – | Sell |
-18,418
| Closed | -$950K | – | 256 |
|
|
2018
Q3 | $950K | Buy |
18,418
+3,907
| +27% | +$201K | 0.77% | 44 |
|
|
2018
Q2 | $639K | Sell |
14,511
-433
| -3% | -$19.1K | 0.53% | 57 |
|
|
2018
Q1 | $671K | Buy |
14,944
+360
| +2% | +$16.2K | 0.52% | 59 |
|
|
2017
Q4 | $773K | Buy |
+14,584
| New | +$773K | 0.63% | 50 |
|