Bourgeon Capital Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$82.1K | 0.02% | 125 |
|
|
2014
Q1 | – | Sell |
-8,224
| Closed | -$448K | – | 101 |
|
|
2013
Q4 | $448K | Buy |
8,224
+114
| +1% | +$6.21K | 0.29% | 73 |
|
|
2013
Q3 | $379K | Buy |
8,110
+229
| +3% | +$10.7K | 0.26% | 77 |
|
|
2013
Q2 | $285K | Buy |
+7,881
| New | +$285K | 0.2% | 83 |
|