Berman Capital Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $193K | Buy |
3,354
+594
| +22% | +$34.2K | 0.03% | 271 |
|
|
2021
Q2 | $152K | Buy |
2,760
+371
| +16% | +$20.4K | 0.02% | 281 |
|
|
2021
Q1 | $120K | Buy |
2,389
+564
| +31% | +$28.3K | 0.03% | 268 |
|
|
2020
Q4 | $69K | Sell |
1,825
-416
| -19% | -$15.7K | 0.02% | 332 |
|
|
2020
Q3 | $57K | Buy |
2,241
+652
| +41% | +$16.6K | 0.02% | 316 |
|
|
2020
Q2 | $52K | Sell |
1,589
-3,036
| -66% | -$99.4K | 0.01% | 315 |
|
|
2020
Q1 | $99K | Sell |
4,625
-1,435
| -24% | -$30.7K | 0.03% | 195 |
|
|
2019
Q4 | $457K | Sell |
6,060
-307
| -5% | -$23.2K | 0.13% | 73 |
|
|
2019
Q3 | $467K | Buy |
6,367
+16
| +0.3% | +$1.17K | 0.15% | 70 |
|
|
2019
Q2 | $435K | Sell |
6,351
-817
| -11% | -$56K | 0.14% | 72 |
|
|
2019
Q1 | $499K | Buy |
7,168
+125
| +2% | +$8.7K | 0.17% | 66 |
|
|
2018
Q4 | $378K | Sell |
7,043
-1,114
| -14% | -$59.8K | 0.15% | 63 |
|
|
2018
Q3 | $553K | Hold |
8,157
| – | – | 0.23% | 52 |
|
|
2018
Q2 | $570K | Sell |
8,157
-408
| -5% | -$28.5K | 0.2% | 54 |
|
|
2018
Q1 | $487K | Buy |
8,565
+885
| +12% | +$50.3K | 0.19% | 55 |
|
|
2017
Q4 | $410K | Buy |
+7,680
| New | +$410K | 0.14% | 65 |
|