Great Point Wealth Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,055
| Closed | -$458K | – | 48 |
|
|
2019
Q4 | $458K | Buy |
6,055
+54
| +0.9% | +$4.09K | 0.28% | 31 |
|
|
2019
Q3 | $442K | Buy |
6,001
+54
| +0.9% | +$3.98K | 0.3% | 29 |
|
|
2019
Q2 | $409K | Sell |
5,947
-2,007
| -25% | -$138K | 0.33% | 31 |
|
|
2019
Q1 | $555K | Buy |
7,954
+80
| +1% | +$5.58K | 0.47% | 25 |
|
|
2018
Q4 | $424K | Buy |
+7,874
| New | +$424K | 0.4% | 28 |
|