APWM
Atlas Private Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $531K | Sell |
6,619
-495
| -7% | -$39.7K | 0.22% | 92 |
|
|
2023
Q4 | $500K | Buy |
7,114
+8
| +0.1% | +$562 | 0.23% | 92 |
|
|
2023
Q3 | $451K | Buy |
7,106
+8
| +0.1% | +$507 | 0.24% | 90 |
|
|
2023
Q2 | $438K | Buy |
7,098
+9
| +0.1% | +$555 | 0.23% | 90 |
|
|
2023
Q1 | $450K | Buy |
7,089
+7
| +0.1% | +$445 | 0.27% | 91 |
|
|
2022
Q4 | $465K | Buy |
7,082
+8
| +0.1% | +$526 | 0.21% | 85 |
|
|
2022
Q3 | $362K | Buy |
7,074
+8
| +0.1% | +$409 | 0.26% | 91 |
|
|
2022
Q2 | $392K | Buy |
7,066
+8
| +0.1% | +$444 | 0.27% | 89 |
|
|
2022
Q1 | $499K | Sell |
7,058
-432
| -6% | -$30.5K | 0.29% | 93 |
|
|
2021
Q4 | $440K | Buy |
7,490
+7
| +0.1% | +$411 | 0.25% | 99 |
|
|
2021
Q3 | $434K | Sell |
7,483
-271
| -3% | -$15.7K | 0.27% | 89 |
|
|
2021
Q2 | $431K | Buy |
7,754
+8
| +0.1% | +$445 | 0.27% | 90 |
|
|
2021
Q1 | $392K | Sell |
7,746
-906
| -10% | -$45.9K | 0.25% | 92 |
|
|
2020
Q4 | $332K | Sell |
8,652
-1,638
| -16% | -$62.9K | 0.24% | 89 |
|
|
2020
Q3 | $267K | Sell |
10,290
-225
| -2% | -$5.84K | 0.21% | 93 |
|
|
2020
Q2 | $349K | Buy |
10,515
+24
| +0.2% | +$797 | 0.28% | 86 |
|
|
2020
Q1 | $229K | Buy |
10,491
+105
| +1% | +$2.29K | 0.21% | 98 |
|
|
2019
Q4 | $786K | Buy |
+10,386
| New | +$786K | 0.6% | 46 |
|