Level Financial Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-53
| Closed | -$3.72K | – | 199 |
|
|
2023
Q4 | $3.72K | Hold |
53
| – | – | ﹤0.01% | 226 |
|
|
2023
Q3 | $3.36K | Buy |
+53
| New | +$3.36K | ﹤0.01% | 232 |
|
|
2022
Q4 | – | Sell |
-569
| Closed | -$29K | – | 290 |
|
|
2022
Q3 | $29K | Sell |
569
-1,598
| -74% | -$81.4K | 0.02% | 121 |
|
|
2022
Q2 | $120K | Buy |
+2,167
| New | +$120K | 0.09% | 64 |
|