Constellation Wealth Advisors’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-6,161
Closed -$365K 208
2014
Q1
$365K Sell
6,161
-2,318
-27% -$137K 0.04% 164
2013
Q4
$462K Sell
8,479
-1,162
-12% -$63.3K 0.04% 156
2013
Q3
$450K Buy
9,641
+1,399
+17% +$65.3K 0.05% 147
2013
Q2
$298K Buy
+8,242
New +$298K 0.04% 165