Integrated Wealth Management’s Oneok Partners LP OKS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-3,456
| Closed | -$138K | – | 1225 |
|
2016
Q3 | $138K | Hold |
3,456
| – | – | 0.05% | 278 |
|
2016
Q2 | $138K | Hold |
3,456
| – | – | 0.05% | 268 |
|
2016
Q1 | $109K | Hold |
3,456
| – | – | 0.05% | 270 |
|
2015
Q4 | $104K | Sell |
3,456
-320
| -8% | -$9.63K | 0.04% | 274 |
|
2015
Q3 | $110K | Sell |
3,776
-80
| -2% | -$2.33K | 0.05% | 260 |
|
2015
Q2 | $131K | Buy |
3,856
+180
| +5% | +$6.12K | 0.05% | 249 |
|
2015
Q1 | $150K | Buy |
+3,676
| New | +$150K | 0.06% | 229 |
|