Laurel Wealth Advisors (California)’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,684
| Closed | -$218K | – | 474 |
|
|
2020
Q4 | $218K | Buy |
+5,684
| New | +$218K | 0.03% | 408 |
|
|
2020
Q1 | – | Sell |
-6,046
| Closed | -$458K | – | 403 |
|
|
2019
Q4 | $458K | Sell |
6,046
-1,053
| -15% | -$79.8K | 0.08% | 258 |
|
|
2019
Q3 | $523K | Buy |
7,099
+1,085
| +18% | +$79.9K | 0.09% | 236 |
|
|
2019
Q2 | $414K | Buy |
6,014
+19
| +0.3% | +$1.31K | 0.09% | 240 |
|
|
2019
Q1 | $419K | Buy |
5,995
+1,986
| +50% | +$139K | 0.1% | 217 |
|
|
2018
Q4 | $216K | Sell |
4,009
-1,954
| -33% | -$105K | 0.06% | 304 |
|
|
2018
Q3 | $404K | Buy |
5,963
+1,931
| +48% | +$131K | 0.1% | 219 |
|
|
2018
Q2 | $281K | Buy |
4,032
+214
| +6% | +$14.9K | 0.07% | 275 |
|
|
2018
Q1 | $217K | Buy |
3,818
+15
| +0.4% | +$853 | 0.07% | 316 |
|
|
2017
Q4 | $203K | Buy |
3,803
+17
| +0.4% | +$907 | 0.06% | 330 |
|
|
2017
Q3 | $209K | Buy |
+3,786
| New | +$209K | 0.07% | 283 |
|