CapWealth Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-222
| Closed | -$15K | – | 385 |
|
|
2014
Q2 | $15K | Hold |
222
| – | – | ﹤0.01% | 212 |
|
|
2014
Q1 | $13K | Sell |
222
-32
| -13% | -$1.87K | ﹤0.01% | 223 |
|
|
2013
Q4 | $14K | Hold |
254
| – | – | ﹤0.01% | 236 |
|
|
2013
Q3 | $12K | Hold |
254
| – | – | ﹤0.01% | 292 |
|
|
2013
Q2 | $9K | Buy |
+254
| New | +$9K | ﹤0.01% | 298 |
|