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Concentric Wealth Management’s Oneok OKE Stock Holding History

Concentric Wealth Management’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$231K Hold
2,534
– – 0.06% 130
2024
Q2 		$207K Hold
2,534
– – 0.05% 133
2024
Q1 		$203K Buy
+2,534
New +$203K 0.05% 134