Optimum Investment Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-500
| Closed | -$25K | – | 943 |
|
|
2021
Q1 | $25K | Hold |
500
| – | – | 0.01% | 631 |
|
|
2020
Q4 | $19K | Hold |
500
| – | – | 0.01% | 629 |
|
|
2020
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 664 |
|
|
2020
Q2 | $17K | Hold |
500
| – | – | 0.01% | 631 |
|
|
2020
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 668 |
|
|
2019
Q4 | $38K | Sell |
500
-125
| -20% | -$9.5K | 0.01% | 566 |
|
|
2019
Q3 | $46K | Buy |
625
+125
| +25% | +$9.2K | 0.01% | 531 |
|
|
2019
Q2 | $34K | Hold |
500
| – | – | 0.01% | 588 |
|
|
2019
Q1 | $35K | Hold |
500
| – | – | 0.01% | 591 |
|
|
2018
Q4 | $27K | Hold |
500
| – | – | 0.01% | 595 |
|
|
2018
Q3 | $34K | Hold |
500
| – | – | 0.01% | 620 |
|
|
2018
Q2 | $35K | Hold |
500
| – | – | 0.01% | 606 |
|
|
2018
Q1 | $28K | Buy |
+500
| New | +$28K | 0.01% | 645 |
|
|
2015
Q1 | $42K | Hold |
867
| – | – | 0.01% | 547 |
|
|
2014
Q4 | $43K | Hold |
867
| – | – | 0.01% | 552 |
|
|
2014
Q3 | $57K | Hold |
867
| – | – | 0.02% | 453 |
|
|
2014
Q2 | $59K | Sell |
867
-33
| -4% | -$2.25K | 0.02% | 446 |
|
|
2014
Q1 | $53K | Sell |
900
-128
| -12% | -$7.54K | 0.02% | 392 |
|
|
2013
Q4 | $56K | Hold |
1,028
| – | – | 0.02% | 384 |
|
|
2013
Q3 | $48K | Buy |
+1,028
| New | +$48K | 0.02% | 377 |
|