Smith & Howard Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,641
| Closed | -$223K | – | 78 |
|
|
2015
Q2 | $223K | Buy |
5,641
+1
| +0% | +$40 | 0.1% | 75 |
|
|
2015
Q1 | $272K | Buy |
+5,640
| New | +$272K | 0.12% | 53 |
|
|
2014
Q1 | – | Sell |
-59
| Closed | -$3K | – | 165 |
|
|
2013
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 234 |
|
|
2013
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 240 |
|
|
2013
Q2 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 218 |
|