Avantax Planning Partners’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,921
| Closed | -$142K | – | 906 |
|
|
2018
Q3 | $142K | Buy |
+3,921
| New | +$142K | 0.01% | 280 |
|
|
2018
Q2 | – | Sell |
-2,926
| Closed | -$96K | – | 1065 |
|
|
2018
Q1 | $96K | Buy |
+2,926
| New | +$96K | 0.01% | 414 |
|
|
2017
Q4 | – | Sell |
-10,686
| Closed | -$385K | – | 339 |
|
|
2017
Q3 | $385K | Buy |
10,686
+600
| +6% | +$21.6K | 0.03% | 245 |
|
|
2017
Q2 | $351K | Buy |
10,086
+19
| +0.2% | +$661 | 0.03% | 229 |
|
|
2017
Q1 | $352K | Hold |
10,067
| – | – | 0.03% | 222 |
|
|
2016
Q4 | $337K | Buy |
+10,067
| New | +$337K | 0.04% | 211 |
|