SFWA
OKS
Summit Financial Wealth Advisors’s Oneok Partners LP OKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,250
| Closed | -$337K | – | 151 |
|
|
2017
Q1 | $337K | Hold |
6,250
| – | – | 0.15% | 109 |
|
|
2016
Q4 | $269K | Sell |
6,250
-181
| -3% | -$7.79K | 0.12% | 117 |
|
|
2016
Q3 | $257K | Hold |
6,431
| – | – | 0.11% | 120 |
|
|
2016
Q2 | $258K | Sell |
6,431
-11,050
| -63% | -$443K | 0.11% | 117 |
|
|
2016
Q1 | $549K | Buy |
+17,481
| New | +$549K | 0.24% | 77 |
|