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Bourgeon Capital Management’s Oneok OKE Stock Holding History

Bourgeon Capital Management’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,295
Closed -$90.9K – 286
2023
Q4 		$90.9K Hold
1,295
– – 0.02% 123
2023
Q3 		$82.1K Buy
+1,295
New +$84.5K 0.02% 125
2014
Q1 		– Sell
-8,224
Closed -$448K – 101
2013
Q4 		$448K Buy
8,224
+114
+1% +$5.71K 0.29% 73
2013
Q3 		$379K Buy
8,110
+229
+3% +$9.94K 0.26% 77
2013
Q2 		$285K Buy
+7,881
New +$324K 0.2% 83

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