Icon Wealth Partners’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-254
| Closed | -$21K | – | 246 |
|
|
2019
Q1 | $21K | Buy |
+254
| New | +$21K | 0.01% | 536 |
|
|
2018
Q3 | – | Sell |
-273
| Closed | -$26K | – | 333 |
|
|
2018
Q2 | $26K | Buy |
+273
| New | +$26K | 0.01% | 526 |
|
|
2018
Q1 | – | Sell |
-271
| Closed | -$25K | – | 323 |
|
|
2017
Q4 | $25K | Buy |
+271
| New | +$25K | 0.01% | 562 |
|