United Asset Strategies’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
-22,490
Closed -$1.7M 203
2019
Q4
$1.7M Buy
22,490
+1,749
+8% +$132K 0.33% 77
2019
Q3
$1.53M Buy
20,741
+1,401
+7% +$103K 0.33% 81
2019
Q2
$1.33M Buy
19,340
+1,740
+10% +$120K 0.31% 81
2019
Q1
$1.23M Buy
17,600
+272
+2% +$19K 0.29% 86
2018
Q4
$935K Buy
17,328
+3,146
+22% +$170K 0.26% 89
2018
Q3
$961K Buy
14,182
+586
+4% +$39.7K 0.23% 99
2018
Q2
$949K Buy
13,596
+1,378
+11% +$96.2K 0.25% 97
2018
Q1
$695K Buy
+12,218
New +$695K 0.2% 108