1834 Investment Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,300
| Closed | -$183K | – | 369 |
|
|
2022
Q2 | $183K | Hold |
3,300
| – | – | 0.03% | 198 |
|
|
2022
Q1 | $233K | Hold |
3,300
| – | – | 0.03% | 179 |
|
|
2021
Q4 | $194K | Hold |
3,300
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $191K | Buy |
3,300
+1,400
| +74% | +$81K | 0.02% | 196 |
|
|
2021
Q2 | $106K | Buy |
1,900
+1,550
| +443% | +$86.5K | 0.01% | 226 |
|
|
2021
Q1 | $18K | Hold |
350
| – | – | ﹤0.01% | 337 |
|
|
2020
Q4 | $13K | Hold |
350
| – | – | ﹤0.01% | 354 |
|
|
2020
Q3 | $9K | Hold |
350
| – | – | ﹤0.01% | 347 |
|
|
2020
Q2 | $12K | Hold |
350
| – | – | ﹤0.01% | 314 |
|
|
2020
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $26K | Buy |
+350
| New | +$26K | ﹤0.01% | 314 |
|
|
2018
Q3 | – | Sell |
-1,360
| Closed | -$95K | – | 417 |
|
|
2018
Q2 | $95K | Hold |
1,360
| – | – | 0.01% | 231 |
|
|
2018
Q1 | $77K | Buy |
+1,360
| New | +$77K | 0.01% | 239 |
|