Bellwether Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,344
| Closed | -$340K | – | 337 |
|
|
2023
Q1 | $340K | Buy |
+5,344
| New | +$340K | 0.09% | 107 |
|
|
2022
Q2 | – | Sell |
-35,730
| Closed | -$2.52M | – | 534 |
|
|
2022
Q1 | $2.52M | Buy |
35,730
+11,371
| +47% | +$803K | 0.75% | 27 |
|
|
2021
Q4 | $1.43M | Buy |
24,359
+5,044
| +26% | +$296K | 0.45% | 43 |
|
|
2021
Q3 | $1.12M | Buy |
+19,315
| New | +$1.12M | 0.37% | 55 |
|