WFG Advisors’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
Q1 | – | Sell |
-455
| Closed | -$20K | – | 1744 |
|
|
2016
Q4 | $20K | Sell |
455
-733
| -62% | -$32.2K | ﹤0.01% | 943 |
|
|
2016
Q3 | $47K | Buy |
1,188
+737
| +163% | +$29.2K | 0.01% | 731 |
|
|
2016
Q2 | $18K | Sell |
451
-1,598
| -78% | -$63.8K | ﹤0.01% | 950 |
|
|
2016
Q1 | $64K | Buy |
2,049
+3
| +0.1% | +$94 | 0.02% | 597 |
|
|
2015
Q4 | $62K | Sell |
2,046
-197
| -9% | -$5.97K | 0.02% | 609 |
|
|
2015
Q3 | $66K | Buy |
2,243
+2
| +0.1% | +$59 | 0.02% | 560 |
|
|
2015
Q2 | $76K | Sell |
2,241
-33,600
| -94% | -$1.14M | 0.02% | 613 |
|
|
2015
Q1 | $1.46M | Sell |
35,841
-4,992
| -12% | -$204K | 0.41% | 45 |
|
|
2014
Q4 | $1.62M | Sell |
40,833
-1,378
| -3% | -$54.6K | 0.33% | 60 |
|
|
2014
Q3 | $2.36M | Buy |
42,211
+225
| +0.5% | +$12.6K | 0.45% | 33 |
|
|
2014
Q2 | $2.46M | Sell |
41,986
-85
| -0.2% | -$4.98K | 0.46% | 36 |
|
|
2014
Q1 | $2.25M | Sell |
42,071
-403
| -0.9% | -$21.6K | 0.45% | 29 |
|
|
2013
Q4 | $2.24M | Buy |
42,474
+497
| +1% | +$26.2K | 0.32% | 63 |
|
|
2013
Q3 | $2.23M | Buy |
41,977
+1,408
| +3% | +$74.6K | 0.34% | 62 |
|
|
2013
Q2 | $2.01M | Buy |
+40,569
| New | +$2.01M | 0.33% | 67 |
|