CWM
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Collaborative Wealth Management’s Oneok OKE Stock Holding History

Collaborative Wealth Management’s Portfolio OKE Stock Details OKE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$234K Hold
2,867
– – 0.1% 160
2025
Q1 		$284K Sell
2,867
-328
-10% -$32.5K 0.13% 127
2024
Q4 		$321K Buy
+3,195
New +$321K 0.15% 121