PFA
OKS
Paradigm Financial Advisors’s Oneok Partners LP OKS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-9,349
| Closed | -$317K | – | 93 |
|
2015
Q2 | $317K | Sell |
9,349
-693
| -7% | -$23.5K | 0.24% | 75 |
|
2015
Q1 | $410K | Sell |
10,042
-90,729
| -90% | -$3.7M | 0.32% | 61 |
|
2014
Q4 | $399K | Buy |
100,771
+90,729
| +903% | +$359K | 0.32% | 58 |
|
2014
Q3 | $561K | Buy |
10,042
+4,461
| +80% | +$249K | 0.48% | 48 |
|
2014
Q2 | $327K | Buy |
5,581
+10
| +0.2% | +$586 | 0.28% | 67 |
|
2014
Q1 | $298K | Buy |
5,571
+335
| +6% | +$17.9K | 0.27% | 64 |
|
2013
Q4 | $276K | Buy |
+5,236
| New | +$276K | 0.27% | 64 |
|