Wealthspire Advisors (Maryland)’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,078
| Closed | -$133K | – | 1541 |
|
|
2019
Q1 | $133K | Buy |
3,078
+676
| +28% | +$29.2K | 0.01% | 551 |
|
|
2018
Q4 | $94K | Buy |
2,402
+1,916
| +394% | +$75K | 0.01% | 622 |
|
|
2018
Q3 | $18K | Hold |
486
| – | – | ﹤0.01% | 1341 |
|
|
2018
Q2 | $17K | Sell |
486
-23
| -5% | -$805 | ﹤0.01% | 1378 |
|
|
2018
Q1 | $17K | Buy |
509
+282
| +124% | +$9.42K | ﹤0.01% | 1349 |
|
|
2017
Q4 | $7K | Buy |
227
+40
| +21% | +$1.23K | ﹤0.01% | 1728 |
|
|
2017
Q3 | $7K | Sell |
187
-6
| -3% | -$225 | ﹤0.01% | 1694 |
|
|
2017
Q2 | $7K | Hold |
193
| – | – | ﹤0.01% | 1663 |
|
|
2017
Q1 | $7K | Buy |
193
+67
| +53% | +$2.43K | ﹤0.01% | 1454 |
|
|
2016
Q4 | $4K | Hold |
126
| – | – | ﹤0.01% | 1430 |
|
|
2016
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 1436 |
|
|
2016
Q2 | $4K | Hold |
126
| – | – | ﹤0.01% | 1387 |
|
|
2016
Q1 | $4K | Hold |
126
| – | – | ﹤0.01% | 1402 |
|
|
2015
Q4 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 1471 |
|