RPg Family Wealth Advisory’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-46,273
| Closed | -$3.5M | – | 278 |
|
|
2019
Q4 | $3.5M | Sell |
46,273
-462
| -1% | -$35K | 2.01% | 16 |
|
|
2019
Q3 | $3.44M | Sell |
46,735
-552
| -1% | -$40.7K | 2.09% | 17 |
|
|
2019
Q2 | $3.25M | Buy |
+47,287
| New | +$3.25M | 1.93% | 20 |
|
|
2017
Q1 | – | Sell |
-528
| Closed | -$30.3K | – | 320 |
|
|
2016
Q4 | $30.3K | Sell |
528
-187
| -26% | -$10.7K | 0.03% | 155 |
|
|
2016
Q3 | $36.7K | Hold |
715
| – | – | 0.03% | 139 |
|
|
2016
Q2 | $33.9K | Buy |
715
+78
| +12% | +$3.7K | 0.01% | 153 |
|
|
2016
Q1 | $19K | Buy |
+637
| New | +$19K | 0.01% | 195 |
|