Capital Wealth Planning’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,166
| Closed | -$258K | – | 152 |
|
|
2024
Q2 | $258K | Buy |
3,166
+131
| +4% | +$10.7K | ﹤0.01% | 117 |
|
|
2024
Q1 | $243K | Buy |
+3,035
| New | +$243K | ﹤0.01% | 128 |
|
|
2014
Q4 | – | Sell |
-3,700
| Closed | -$243K | – | 123 |
|
|
2014
Q3 | $243K | Hold |
3,700
| – | – | 0.1% | 104 |
|
|
2014
Q2 | $252K | Sell |
3,700
-19
| -0.5% | -$1.29K | 0.09% | 108 |
|
|
2014
Q1 | $220K | Buy |
+3,719
| New | +$220K | 0.09% | 111 |
|