Winslow Evans & Crocker’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $55K | Sell |
1,445
-1,208
| -46% | -$40.6K | 0.01% | 575 |
|
|
2020
Q3 | $69K | Buy |
2,653
+702
| +36% | +$19.5K | 0.02% | 414 |
|
|
2020
Q2 | $65K | Sell |
1,951
-1
| -0.1% | -$33 | 0.02% | 422 |
|
|
2020
Q1 | $44K | Buy |
1,952
+172
| +10% | +$10.5K | 0.01% | 446 |
|
|
2019
Q4 | $136K | Buy |
1,780
+56
| +3% | +$4K | 0.03% | 341 |
|
|
2019
Q3 | $128K | Buy |
1,724
+50
| +3% | +$3.54K | 0.04% | 348 |
|
|
2019
Q2 | $116K | Sell |
1,674
-2,250
| -57% | -$152K | 0.03% | 369 |
|
|
2019
Q1 | $276K | Buy |
3,924
+2,150
| +121% | +$139K | 0.08% | 250 |
|
|
2018
Q4 | $96K | Sell |
1,774
-100
| -5% | -$6.21K | 0.03% | 362 |
|
|
2018
Q3 | $130K | Sell |
1,874
-4,526
| -71% | -$310K | 0.04% | 327 |
|
|
2018
Q2 | $448K | Buy |
6,400
+4,378
| +217% | +$282K | 0.14% | 156 |
|
|
2018
Q1 | $115K | Sell |
2,022
-48
| -2% | -$2.75K | 0.04% | 331 |
|
|
2017
Q4 | $111K | Buy |
2,070
+100
| +5% | +$5.34K | 0.04% | 350 |
|
|
2017
Q3 | $109K | Buy |
1,970
+1,620
| +463% | +$87.6K | 0.04% | 347 |
|
|
2017
Q2 | $18.3K | Hold |
350
| – | – | 0.01% | 764 |
|
|
2017
Q1 | $19.4K | Sell |
350
-9,156
| -96% | -$504K | 0.01% | 739 |
|
|
2016
Q4 | $546K | Sell |
9,506
-424
| -4% | -$22.2K | 0.17% | 136 |
|
|
2016
Q3 | $510K | Buy |
9,930
+9,050
| +1,028% | +$428K | 0.15% | 147 |
|
|
2016
Q2 | $41.8K | Hold |
880
| – | – | 0.01% | 556 |
|
|
2016
Q1 | $26.3K | Hold |
880
| – | – | 0.01% | 635 |
|
|
2015
Q4 | $21.7K | Hold |
880
| – | – | 0.01% | 724 |
|
|
2015
Q3 | $28.3K | Hold |
880
| – | – | 0.01% | 634 |
|
|
2015
Q2 | $34.7K | Hold |
880
| – | – | 0.01% | 631 |
|
|
2015
Q1 | $42.5K | Hold |
880
| – | – | 0.01% | 573 |
|
|
2014
Q4 | $43.8K | Hold |
880
| – | – | 0.01% | 568 |
|
|
2014
Q3 | $57.7K | Hold |
880
| – | – | 0.02% | 524 |
|
|
2014
Q2 | $59.9K | Hold |
880
| – | – | 0.02% | 462 |
|
|
2014
Q1 | $52.1K | Sell |
880
-125
| -12% | -$7.31K | 0.02% | 486 |
|
|
2013
Q4 | $55K | Buy |
+1,005
| New | +$50.4K | 0.02% | 498 |
|
Other funds holding OKE
TCA
