Taylor Wealth Management Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-400
| Closed | -$22K | – | 159 |
|
|
2017
Q3 | $22K | Hold |
400
| – | – | 0.01% | 112 |
|
|
2017
Q2 | $21K | Hold |
400
| – | – | 0.01% | 114 |
|
|
2017
Q1 | $22K | Hold |
400
| – | – | 0.01% | 114 |
|
|
2016
Q4 | $23K | Sell |
400
-200
| -33% | -$11.5K | 0.01% | 114 |
|
|
2016
Q3 | $31K | Hold |
600
| – | – | 0.01% | 100 |
|
|
2016
Q2 | $28K | Hold |
600
| – | – | 0.01% | 98 |
|
|
2016
Q1 | $18K | Buy |
+600
| New | +$18K | 0.01% | 103 |
|