Wealthspire Advisors (Maryland)’s Oneok Partners LP OKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,063
| Closed | -$259K | – | 2652 |
|
|
2017
Q2 | $259K | Sell |
5,063
-40
| -0.8% | -$2.05K | 0.03% | 376 |
|
|
2017
Q1 | $276K | Buy |
5,103
+584
| +13% | +$31.6K | 0.04% | 305 |
|
|
2016
Q4 | $194K | Hold |
4,519
| – | – | 0.03% | 382 |
|
|
2016
Q3 | $181K | Buy |
4,519
+290
| +7% | +$11.6K | 0.03% | 411 |
|
|
2016
Q2 | $169K | Buy |
4,229
+55
| +1% | +$2.2K | 0.03% | 409 |
|
|
2016
Q1 | $131K | Buy |
4,174
+38
| +0.9% | +$1.19K | 0.02% | 463 |
|
|
2015
Q4 | $125K | Buy |
+4,136
| New | +$125K | 0.02% | 476 |
|