WKWM
OKS
Walter & Keenan Wealth Management’s Oneok Partners LP OKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,000
| Closed | -$306K | – | 170 |
|
|
2017
Q2 | $306K | Hold |
6,000
| – | – | 0.15% | 113 |
|
|
2017
Q1 | $324K | Sell |
6,000
-4,000
| -40% | -$216K | 0.17% | 101 |
|
|
2016
Q4 | $430K | Hold |
10,000
| – | – | 0.23% | 90 |
|
|
2016
Q3 | $399K | Hold |
10,000
| – | – | 0.22% | 93 |
|
|
2016
Q2 | $401K | Hold |
10,000
| – | – | 0.22% | 92 |
|
|
2016
Q1 | $314K | Hold |
10,000
| – | – | 0.18% | 101 |
|
|
2015
Q4 | $301K | Hold |
10,000
| – | – | 0.18% | 108 |
|
|
2015
Q3 | $293K | Buy |
10,000
+400
| +4% | +$11.7K | 0.18% | 107 |
|
|
2015
Q2 | $326K | Hold |
9,600
| – | – | 0.19% | 105 |
|
|
2015
Q1 | $392K | Hold |
9,600
| – | – | 0.22% | 97 |
|
|
2014
Q4 | $380K | Hold |
9,600
| – | – | 0.22% | 97 |
|
|
2014
Q3 | $537K | Hold |
9,600
| – | – | 0.31% | 78 |
|
|
2014
Q2 | $563K | Hold |
9,600
| – | – | 0.29% | 81 |
|
|
2014
Q1 | $514K | Buy |
+9,600
| New | +$514K | 0.28% | 85 |
|