XCEL WEALTH MANAGEMENT, LLC – Oracle Corporation Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$621,000
portfolio value
XCEL 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 | 0.00% | 0 shares | -89K | $61.07 | 10.16K | |
| Q2 2022 | share | Decrease | -1.07% | -110 shares | -140K | $69.87 | 10.16K |
| Q1 2022 | share | 0.00% | 0 shares | -46K | $82.73 | 10.27K | |
| Q4 2021 | share | Increase | +0.09% | 9 shares | 1K | $88.01 | 10.27K |
| Q3 2021 | share | 0.00% | 0 shares | 96K | $86.84 | 10.26K | |
| Q2 2021 | share | Increase | +1.17% | 119 shares | 87K | $77.3 | 10.26K |
| Q1 2021 | share | 0.00% | 0 shares | 56K | $69.38 | 10.15K | |
| Q4 2020 | share | Decrease | -14.49% | -1.72K shares | -52K | $63.72 | 10.15K |
| Q3 2020 | share | Decrease | -4.67% | -581 shares | 20K | $58.57 | 11.87K |
| Q2 2020 | share | Increase | +29.96% | 2.87K shares | 225K | $54 | 12.45K |
| Q1 2020 | share | 0.00% | 0 shares | -44K | $47 | 9.58K | |
| Q4 2019 | share | 0.00% | 0 shares | -20K | $51.3 | 9.58K | |
| Q3 2019 | share | 0.00% | 0 shares | -18K | $53.05 | 9.58K | |
| Q2 2019 | share | 0.00% | 0 shares | 31K | $54.69 | 9.58K | |
| Q1 2019 | share | 0.00% | 0 shares | 82K | $51.34 | 9.58K | |
| Q4 2018 | share | Increase | 0.00% | 9.58K shares | 432K | $42.99 | 9.58K |