INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Oracle Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.11M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-12.59%
quarter
Oracle Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.20% | -36 shares | -162K | $61.07 | 18.21K |
| Q2 2022 | share | Decrease | -9.42% | -1.89K shares | -392K | $69.87 | 18.25K |
| Q1 2022 | share | Decrease | -0.28% | -56 shares | -96K | $82.73 | 20.15K |
| Q4 2021 | share | Decrease | -0.28% | -57 shares | -3K | $88.01 | 20.21K |
| Q3 2021 | share | Increase | +1.41% | 281 shares | 210K | $86.84 | 20.26K |
| Q2 2021 | share | Decrease | -2.02% | -412 shares | 125K | $77.3 | 19.98K |
| Q1 2021 | share | Decrease | -0.84% | -172 shares | 100K | $69.38 | 20.39K |
| Q4 2020 | share | Increase | +1.64% | 332 shares | 123K | $63.72 | 20.57K |
| Q3 2020 | share | Increase | +2.19% | 434 shares | 113K | $58.57 | 20.23K |
| Q2 2020 | share | Increase | +4.50% | 853 shares | 179K | $54 | 19.80K |
| Q1 2020 | share | Decrease | -0.24% | -46 shares | -90K | $47 | 18.95K |
| Q4 2019 | share | Decrease | -0.23% | -43 shares | -42K | $51.3 | 18.99K |
| Q3 2019 | share | Decrease | -9.61% | -2.02K shares | -152K | $53.05 | 19.04K |
| Q2 2019 | share | Increase | +15.91% | 2.89K shares | 224K | $54.69 | 21.06K |
| Q1 2019 | share | Decrease | -8.66% | -1.72K shares | 78K | $51.34 | 18.17K |
| Q4 2018 | share | Increase | +9.90% | 1.79K shares | -39K | $42.99 | 19.89K |
| Q3 2018 | share | Decrease | -8.58% | -1.7K shares | 72K | $48.89 | 18.10K |
| Q2 2018 | share | Decrease | -0.11% | -22 shares | -53K | $41.62 | 19.80K |
| Q1 2018 | share | Decrease | -0.64% | -128 shares | -31K | $43.03 | 19.82K |
| Q4 2017 | share | Decrease | -6.65% | -1.42K shares | -89K | $44.3 | 19.95K |
| Q3 2017 | share | Increase | +12.39% | 2.35K shares | 81K | $45.13 | 21.37K |
| Q2 2017 | share | Increase | 0.00% | 19.01K shares | 957K | $46.62 | 19.01K |