Liberty Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,135
| Closed | -$45K | – | 1148 |
|
|
2021
Q1 | $45K | Hold |
1,135
| – | – | 0.02% | 296 |
|
|
2020
Q4 | $45K | Buy |
1,135
+989
| +677% | +$39.2K | 0.02% | 293 |
|
|
2020
Q3 | $4K | Hold |
146
| – | – | ﹤0.01% | 662 |
|
|
2020
Q2 | $5K | Hold |
146
| – | – | ﹤0.01% | 619 |
|
|
2020
Q1 | $3K | Sell |
146
-33
| -18% | -$678 | ﹤0.01% | 686 |
|
|
2019
Q4 | $14K | Sell |
179
-519
| -74% | -$40.6K | 0.01% | 479 |
|
|
2019
Q3 | $51K | Sell |
698
-50
| -7% | -$3.65K | 0.05% | 228 |
|
|
2019
Q2 | $52K | Buy |
748
+150
| +25% | +$10.4K | 0.05% | 240 |
|
|
2019
Q1 | $41K | Sell |
598
-14
| -2% | -$960 | 0.03% | 225 |
|
|
2018
Q4 | $33K | Buy |
+612
| New | +$33K | 0.02% | 246 |
|