TrinityPoint Wealth’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,524
| Closed | -$418K | – | 211 |
|
|
2019
Q4 | $418K | Buy |
5,524
+191
| +4% | +$14.5K | 0.14% | 140 |
|
|
2019
Q3 | $384K | Buy |
5,333
+526
| +11% | +$37.9K | 0.13% | 137 |
|
|
2019
Q2 | $329K | Buy |
4,807
+99
| +2% | +$6.78K | 0.16% | 120 |
|
|
2019
Q1 | $329K | Buy |
4,708
+714
| +18% | +$49.9K | 0.16% | 124 |
|
|
2018
Q4 | $215K | Buy |
+3,994
| New | +$215K | 0.13% | 153 |
|