Impact Partnership Wealth’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,580
| Closed | -$326K | – | 317 |
|
|
2024
Q3 | $326K | Buy |
+3,580
| New | +$326K | 0.07% | 160 |
|
|
2024
Q2 | – | Sell |
-8,660
| Closed | -$694K | – | 536 |
|
|
2024
Q1 | $694K | Sell |
8,660
-1,235
| -12% | -$99K | 0.28% | 45 |
|
|
2023
Q4 | $695K | Buy |
9,895
+2,194
| +28% | +$154K | 0.25% | 56 |
|
|
2023
Q3 | $488K | Sell |
7,701
-1,208
| -14% | -$76.6K | 0.15% | 74 |
|
|
2023
Q2 | $550K | Buy |
+8,909
| New | +$550K | 0.19% | 64 |
|