Fernwood Investment Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $582K | Hold |
5,800
| – | – | 0.2% | 95 |
|
|
2024
Q3 | $529K | Hold |
5,800
| – | – | 0.17% | 116 |
|
|
2024
Q2 | $473K | Buy |
5,800
+1,817
| +46% | +$148K | 0.15% | 128 |
|
|
2024
Q1 | $319K | Hold |
3,983
| – | – | 0.09% | 157 |
|
|
2023
Q4 | $280K | Hold |
3,983
| – | – | 0.09% | 157 |
|
|
2023
Q3 | $253K | Buy |
+3,983
| New | +$253K | 0.09% | 161 |
|
|
2020
Q1 | – | Sell |
-2,758
| Closed | -$209K | – | 161 |
|
|
2019
Q4 | $209K | Sell |
2,758
-120
| -4% | -$9.09K | 0.1% | 148 |
|
|
2019
Q3 | $212K | Buy |
+2,878
| New | +$212K | 0.11% | 166 |
|