Heritage Wealth Advisors’s Oneok Partners LP OKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-13,846
| Closed | -$549K | – | 97 |
|
|
2014
Q4 | $549K | Sell |
13,846
-2,040
| -13% | -$80.9K | 0.49% | 41 |
|
|
2014
Q3 | $886K | Buy |
15,886
+428
| +3% | +$23.9K | 0.92% | 21 |
|
|
2014
Q2 | $904K | Buy |
15,458
+268
| +2% | +$15.7K | 0.97% | 21 |
|
|
2014
Q1 | $811K | Buy |
15,190
+4,496
| +42% | +$240K | 0.94% | 21 |
|
|
2013
Q4 | $566K | Buy |
+10,694
| New | +$566K | 0.71% | 28 |
|