Squar Milner Financial Services’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,531
| Closed | -$33K | – | 559 |
|
2020
Q1 | $33K | Buy |
1,531
+9
| +0.6% | +$194 | 0.02% | 394 |
|
2019
Q4 | $115K | Buy |
+1,522
| New | +$115K | 0.06% | 297 |
|
2019
Q3 | – | Sell |
-2,504
| Closed | -$172K | – | 553 |
|
2019
Q2 | $172K | Sell |
2,504
-20
| -0.8% | -$1.37K | 0.12% | 185 |
|
2019
Q1 | $176K | Buy |
2,524
+1,434
| +132% | +$100K | 0.13% | 180 |
|
2018
Q4 | $59K | Sell |
1,090
-15
| -1% | -$812 | 0.06% | 272 |
|
2018
Q3 | $75K | Hold |
1,105
| – | – | 0.07% | 261 |
|
2018
Q2 | $77K | Buy |
+1,105
| New | +$77K | 0.07% | 278 |
|