BAM
Bruderman Asset Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-114,617
| Closed | -$8.68M | – | 95 |
|
|
2019
Q4 | $8.68M | Sell |
114,617
-1,334
| -1% | -$101K | 2.71% | 10 |
|
|
2019
Q3 | $8.17M | Sell |
115,951
-8,586
| -7% | -$605K | 2.06% | 15 |
|
|
2019
Q2 | $8.57M | Buy |
124,537
+6,922
| +6% | +$476K | 2.02% | 15 |
|
|
2019
Q1 | $8.21M | Buy |
117,615
+117,340
| +42,669% | +$8.19M | 1.8% | 17 |
|
|
2018
Q4 | $15K | Hold |
275
| – | – | ﹤0.01% | 385 |
|
|
2018
Q3 | $19K | Hold |
275
| – | – | ﹤0.01% | 257 |
|
|
2018
Q2 | $19K | Hold |
275
| – | – | ﹤0.01% | 272 |
|
|
2018
Q1 | $16K | Buy |
+275
| New | +$16K | ﹤0.01% | 280 |
|
|
2017
Q3 | – | Sell |
-276
| Closed | -$14K | – | 257 |
|
|
2017
Q2 | $14K | Buy |
+276
| New | +$14K | ﹤0.01% | 291 |
|