TSWM
Triangle Securities Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,207
| Closed | -$232K | – | 131 |
|
|
2015
Q3 | $232K | Sell |
7,207
-1,310
| -15% | -$42.2K | 0.18% | 120 |
|
|
2015
Q2 | $336K | Buy |
8,517
+160
| +2% | +$6.31K | 0.24% | 103 |
|
|
2015
Q1 | $403K | Hold |
8,357
| – | – | 0.28% | 97 |
|
|
2014
Q4 | $416K | Sell |
8,357
-850
| -9% | -$42.3K | 0.3% | 89 |
|
|
2014
Q3 | $604K | Sell |
9,207
-7
| -0.1% | -$459 | 0.46% | 72 |
|
|
2014
Q2 | $627K | Buy |
9,214
+657
| +8% | +$44.7K | 0.48% | 68 |
|
|
2014
Q1 | $408K | Sell |
8,557
-825
| -9% | -$39.3K | 0.37% | 84 |
|
|
2013
Q4 | $583K | Sell |
9,382
-534
| -5% | -$33.2K | 0.47% | 69 |
|
|
2013
Q3 | $529K | Buy |
9,916
+34
| +0.3% | +$1.81K | 0.46% | 69 |
|
|
2013
Q2 | $408K | Buy |
+9,882
| New | +$408K | 0.3% | 84 |
|