Weatherly Asset Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,516
| Closed | -$242K | – | 185 |
|
|
2019
Q2 | $242K | Buy |
3,516
+57
| +2% | +$3.92K | 0.05% | 179 |
|
|
2019
Q1 | $242K | Buy |
+3,459
| New | +$242K | 0.05% | 171 |
|
|
2018
Q4 | – | Sell |
-3,889
| Closed | -$264K | – | 187 |
|
|
2018
Q3 | $264K | Hold |
3,889
| – | – | 0.05% | 174 |
|
|
2018
Q2 | $272K | Hold |
3,889
| – | – | 0.06% | 166 |
|
|
2018
Q1 | $221K | Hold |
3,889
| – | – | 0.05% | 186 |
|
|
2017
Q4 | $208K | Hold |
3,889
| – | – | 0.05% | 196 |
|
|
2017
Q3 | $215K | Buy |
+3,889
| New | +$215K | 0.06% | 176 |
|