Valeo Financial Advisors’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 1594 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1767 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 1552 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1550 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1494 |
|
|
2018
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1766 |
|