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