FSWA
Financial Synergies Wealth Advisors’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$482 | – | 332 |
|
|
2024
Q1 | $482 | Hold |
6
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $395 | Hold |
6
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $381 | Hold |
6
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $371 | Hold |
6
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $382 | Hold |
6
| – | – | ﹤0.01% | 442 |
|
|
2022
Q4 | $395 | Hold |
6
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $308 | Hold |
6
| – | – | ﹤0.01% | 419 |
|
|
2022
Q2 | $333 | Buy |
+6
| New | +$333 | ﹤0.01% | 430 |
|