Wills Financial Group’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,971
| Closed | -$480K | – | 84 |
|
|
2015
Q1 | $480K | Sell |
9,971
-2,924
| -23% | -$141K | 0.4% | 54 |
|
|
2014
Q4 | $642K | Buy |
12,895
+740
| +6% | +$36.8K | 0.52% | 46 |
|
|
2014
Q3 | $796K | Sell |
12,155
-64
| -0.5% | -$4.19K | 0.67% | 42 |
|
|
2014
Q2 | $832K | Buy |
12,219
+37
| +0.3% | +$2.52K | 0.69% | 44 |
|
|
2014
Q1 | $721K | Sell |
12,182
-1,700
| -12% | -$101K | 0.69% | 42 |
|
|
2013
Q4 | $755K | Buy |
+13,882
| New | +$755K | 0.78% | 43 |
|