Mark Sheptoff Financial Planning’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-221
| Closed | -$11K | – | 385 |
|
|
2015
Q4 | $11K | Hold |
221
| – | – | 0.01% | 271 |
|
|
2015
Q3 | $10K | Hold |
221
| – | – | 0.01% | 252 |
|
|
2015
Q2 | $9K | Hold |
221
| – | – | 0.01% | 276 |
|
|
2015
Q1 | $10K | Hold |
221
| – | – | 0.01% | 266 |
|
|
2014
Q4 | $9K | Hold |
221
| – | – | 0.01% | 267 |
|
|
2014
Q3 | $8K | Hold |
221
| – | – | 0.01% | 282 |
|
|
2014
Q2 | $8K | Hold |
221
| – | – | 0.01% | 290 |
|
|
2014
Q1 | $8K | Buy |
+221
| New | +$8K | 0.01% | 294 |
|