AWM
OKS
Avior Wealth Management’s Oneok Partners LP OKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,549
| Closed | -$130K | – | 534 |
|
|
2017
Q2 | $130K | Hold |
2,549
| – | – | 0.05% | 139 |
|
|
2017
Q1 | $138K | Sell |
2,549
-86
| -3% | -$4.66K | 0.05% | 163 |
|
|
2016
Q4 | $113K | Hold |
2,635
| – | – | 0.04% | 160 |
|
|
2016
Q3 | $105K | Buy |
2,635
+22
| +0.8% | +$877 | 0.04% | 170 |
|
|
2016
Q2 | $105K | Buy |
2,613
+125
| +5% | +$5.02K | 0.04% | 152 |
|
|
2016
Q1 | $78K | Buy |
2,488
+82
| +3% | +$2.57K | 0.03% | 169 |
|
|
2015
Q4 | $72K | Buy |
2,406
+146
| +6% | +$4.37K | 0.04% | 155 |
|
|
2015
Q3 | $66K | Hold |
2,260
| – | – | 0.04% | 155 |
|
|
2015
Q2 | $77K | Buy |
2,260
+160
| +8% | +$5.45K | 0.06% | 112 |
|
|
2015
Q1 | $86K | Hold |
2,100
| – | – | 0.07% | 103 |
|
|
2014
Q4 | $83K | Buy |
2,100
+300
| +17% | +$11.9K | 0.07% | 106 |
|
|
2014
Q3 | $101K | Hold |
1,800
| – | – | 0.09% | 93 |
|
|
2014
Q2 | $105K | Hold |
1,800
| – | – | 0.09% | 89 |
|
|
2014
Q1 | $96K | Buy |
+1,800
| New | +$96K | 0.08% | 88 |
|