Rowland Carmichael Advisors’s BOK Financial BOKF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-4,737
Closed -$327K 306
2016
Q3
$327K Sell
4,737
-2,606
-35% -$180K 0.21% 146
2016
Q2
$460K Sell
7,343
-1,463
-17% -$91.6K 0.29% 113
2016
Q1
$481K Buy
+8,806
New +$481K 0.44% 79