BerganKDV Wealth Management’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 |
-35
| Closed | -$2.23K | – | 1014 |
|
|
2023
Q1 | $2.23K | Hold |
35
| – | – | ﹤0.01% | 810 |
|
|
2022
Q4 | $2.28K | Buy |
35
+1
| +3% | +$65 | ﹤0.01% | 784 |
|
|
2022
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 843 |
|
|
2022
Q1 | $2K | Sell |
34
-144
| -81% | -$8.47K | ﹤0.01% | 865 |
|
|
2021
Q4 | $10K | Buy |
178
+145
| +439% | +$8.15K | ﹤0.01% | 662 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 895 |
|
|
2021
Q2 | $2K | Buy |
33
+1
| +3% | +$61 | ﹤0.01% | 832 |
|
|
2021
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 792 |
|
|
2020
Q4 | $1K | Sell |
32
-1,945
| -98% | -$60.8K | ﹤0.01% | 885 |
|
|
2020
Q3 | $51K | Buy |
1,977
+64
| +3% | +$1.65K | 0.01% | 334 |
|
|
2020
Q2 | $64K | Buy |
1,913
+77
| +4% | +$2.58K | 0.01% | 325 |
|
|
2020
Q1 | $40K | Buy |
1,836
+23
| +1% | +$501 | 0.01% | 349 |
|
|
2019
Q4 | $137K | Buy |
1,813
+23
| +1% | +$1.74K | 0.02% | 249 |
|
|
2019
Q3 | $132K | Buy |
1,790
+22
| +1% | +$1.62K | 0.03% | 238 |
|
|
2019
Q2 | $122K | Buy |
1,768
+23
| +1% | +$1.59K | 0.02% | 246 |
|
|
2019
Q1 | $122K | Buy |
1,745
+23
| +1% | +$1.61K | 0.02% | 260 |
|
|
2018
Q4 | $93K | Buy |
1,722
+23
| +1% | +$1.24K | 0.02% | 244 |
|
|
2018
Q3 | $115K | Buy |
1,699
+20
| +1% | +$1.35K | 0.02% | 242 |
|
|
2018
Q2 | $117K | Buy |
+1,679
| New | +$117K | 0.03% | 236 |
|