TWA
OKS
TCI Wealth Advisors’s Oneok Partners LP OKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,400
| Closed | -$174K | – | 1433 |
|
|
2017
Q2 | $174K | Hold |
3,400
| – | – | 0.09% | 147 |
|
|
2017
Q1 | $184K | Buy |
3,400
+14
| +0.4% | +$758 | 0.1% | 141 |
|
|
2016
Q4 | $146K | Buy |
3,386
+338
| +11% | +$14.6K | 0.08% | 177 |
|
|
2016
Q3 | $122K | Hold |
3,048
| – | – | 0.07% | 187 |
|
|
2016
Q2 | $122K | Sell |
3,048
-87
| -3% | -$3.48K | 0.07% | 180 |
|
|
2016
Q1 | $98K | Buy |
3,135
+87
| +3% | +$2.72K | 0.05% | 209 |
|
|
2015
Q4 | $92K | Hold |
3,048
| – | – | 0.05% | 214 |
|
|
2015
Q3 | $89K | Hold |
3,048
| – | – | 0.05% | 210 |
|
|
2015
Q2 | $104K | Sell |
3,048
-1,170
| -28% | -$39.9K | 0.06% | 192 |
|
|
2015
Q1 | $172K | Buy |
4,218
+2,800
| +197% | +$114K | 0.11% | 128 |
|
|
2014
Q4 | $56K | Hold |
1,418
| – | – | 0.03% | 238 |
|
|
2014
Q3 | $79K | Hold |
1,418
| – | – | 0.05% | 194 |
|
|
2014
Q2 | $83K | Hold |
1,418
| – | – | 0.05% | 202 |
|
|
2014
Q1 | $76K | Hold |
1,418
| – | – | 0.05% | 191 |
|
|
2013
Q4 | $75K | Buy |
1,418
+1,170
| +472% | +$61.9K | 0.05% | 198 |
|
|
2013
Q3 | $13K | Hold |
248
| – | – | 0.01% | 342 |
|
|
2013
Q2 | $12K | Buy |
+248
| New | +$12K | 0.01% | 354 |
|