SDAM
Shulman DeMeo Asset Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,641
| Closed | -$211K | – | 152 |
|
|
2021
Q3 | $211K | Buy |
+3,641
| New | +$211K | 0.18% | 78 |
|
|
2020
Q1 | – | Sell |
-4,925
| Closed | -$373K | – | 116 |
|
|
2019
Q4 | $373K | Buy |
4,925
+1,161
| +31% | +$87.9K | 0.13% | 84 |
|
|
2019
Q3 | $277K | Sell |
3,764
-2,345
| -38% | -$173K | 0.09% | 102 |
|
|
2019
Q2 | $420K | Hold |
6,109
| – | – | 0.15% | 69 |
|
|
2019
Q1 | $427K | Buy |
+6,109
| New | +$427K | 0.16% | 64 |
|