Integrated Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-400
| Closed | -$21K | – | 770 |
|
|
2016
Q3 | $21K | Hold |
400
| – | – | 0.01% | 589 |
|
|
2016
Q2 | $19K | Sell |
400
-50
| -11% | -$2.38K | 0.01% | 604 |
|
|
2016
Q1 | $13K | Hold |
450
| – | – | 0.01% | 651 |
|
|
2015
Q4 | $11K | Hold |
450
| – | – | ﹤0.01% | 746 |
|
|
2015
Q3 | $14K | Hold |
450
| – | – | 0.01% | 677 |
|
|
2015
Q2 | $18K | Hold |
450
| – | – | 0.01% | 642 |
|
|
2015
Q1 | $21K | Buy |
+450
| New | +$21K | 0.01% | 559 |
|