1834 Investment Advisors’s Oneok Partners LP OKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-19,980
| Closed | -$679K | – | 206 |
|
|
2015
Q2 | $679K | Buy |
19,980
+400
| +2% | +$13.6K | 0.19% | 96 |
|
|
2015
Q1 | $800K | Buy |
19,580
+3,650
| +23% | +$149K | 0.22% | 93 |
|
|
2014
Q4 | $631K | Sell |
15,930
-2,150
| -12% | -$85.2K | 0.17% | 100 |
|
|
2014
Q3 | $1.01M | Hold |
18,080
| – | – | 0.28% | 81 |
|
|
2014
Q2 | $1.06M | Buy |
18,080
+200
| +1% | +$11.7K | 0.29% | 82 |
|
|
2014
Q1 | $957K | Hold |
17,880
| – | – | 0.28% | 80 |
|
|
2013
Q4 | $941K | Buy |
17,880
+2,700
| +18% | +$142K | 0.28% | 82 |
|
|
2013
Q3 | $805K | Sell |
15,180
-400
| -3% | -$21.2K | 0.26% | 78 |
|
|
2013
Q2 | $772K | Buy |
+15,580
| New | +$772K | 0.26% | 79 |
|