Heritage Wealth Management (Arizona)’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $75.7K | Buy |
1,152
+576
| +100% | +$37.8K | 0.01% | 450 |
|
2022
Q3 | $30K | Sell |
576
-75
| -12% | -$3.91K | 0.01% | 472 |
|
2022
Q2 | $36.1K | Sell |
651
-67
| -9% | -$3.72K | 0.01% | 469 |
|
2022
Q1 | $51K | Buy |
+718
| New | +$51K | 0.01% | 470 |
|
2021
Q3 | $42K | Hold |
718
| – | – | 0.01% | 477 |
|
2021
Q2 | $40K | Hold |
718
| – | – | 0.02% | 488 |
|
2021
Q1 | $36K | Buy |
+718
| New | +$36K | 0.02% | 425 |
|