Winthrop Partners - WNY’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-225
| Closed | -$16.5K | – | 233 |
|
|
2018
Q4 | $16.5K | Sell |
225
-300
| -57% | -$22K | 0.02% | 189 |
|
|
2018
Q3 | $51.1K | Hold |
525
| – | – | 0.04% | 174 |
|
|
2018
Q2 | $49.4K | Sell |
525
-2,495
| -83% | -$235K | 0.04% | 182 |
|
|
2018
Q1 | $297K | Sell |
3,020
-2,330
| -44% | -$229K | 0.23% | 96 |
|
|
2017
Q4 | $534K | Buy |
+5,350
| New | +$534K | 0.44% | 71 |
|