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Confluence Wealth Services’s Oneok OKE Stock Holding History

Confluence Wealth Services’s Portfolio OKE Stock Details OKE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,586
Closed -$292K – 359
2024
Q2 		$292K Buy
+3,586
New +$292K 0.02% 301
2022
Q1 		– Sell
-305
Closed -$17K – 865
2021
Q4 		$17K Buy
+305
New +$17K 0.01% 777