CWA
Clarus Wealth Advisors’s Oneok OKE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,809
| Closed | -$237K | – | 95 |
|
2025
Q1 | $237K | Buy |
+2,809
| New | +$237K | 0.13% | 83 |
|
2022
Q1 | – | Sell |
-8,254
| Closed | -$516K | – | 124 |
|
2021
Q4 | $516K | Buy |
+8,254
| New | +$516K | 0.3% | 49 |
|
2019
Q3 | – | Sell |
-439
| Closed | -$30K | – | 427 |
|
2019
Q2 | $30K | Hold |
439
| – | – | 0.02% | 324 |
|
2019
Q1 | $31K | Buy |
439
+6
| +1% | +$424 | 0.02% | 354 |
|
2018
Q4 | $23K | Buy |
433
+6
| +1% | +$319 | 0.04% | 382 |
|
2018
Q3 | $29K | Buy |
427
+10
| +2% | +$679 | 0.02% | 382 |
|
2018
Q2 | $24K | Buy |
+417
| New | +$24K | 0.02% | 405 |
|