BIM
Baldwin Investment Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,052
| Closed | -$1.9M | – | 156 |
|
|
2019
Q4 | $1.9M | Hold |
25,052
| – | – | 0.51% | 28 |
|
|
2019
Q3 | $1.85M | Hold |
25,052
| – | – | 0.54% | 25 |
|
|
2019
Q2 | $1.72M | Hold |
25,052
| – | – | 0.5% | 28 |
|
|
2019
Q1 | $1.75M | Hold |
25,052
| – | – | 0.53% | 28 |
|
|
2018
Q4 | $1.35M | Hold |
25,052
| – | – | 0.43% | 32 |
|
|
2018
Q3 | $1.7M | Hold |
25,052
| – | – | 0.49% | 27 |
|
|
2018
Q2 | $1.75M | Buy |
25,052
+350
| +1% | +$24.4K | 0.55% | 21 |
|
|
2018
Q1 | $1.41M | Buy |
24,702
+300
| +1% | +$17.1K | 0.5% | 27 |
|
|
2017
Q4 | $1.3M | Hold |
24,402
| – | – | 0.46% | 31 |
|
|
2017
Q3 | $1.35M | Buy |
+24,402
| New | +$1.35M | 0.51% | 26 |
|