Meristem Family Wealth’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $260K | Sell |
3,677
-24
| -0.6% | -$1.7K | 0.03% | 285 |
|
2021
Q4 | $217K | Sell |
3,701
-15
| -0.4% | -$879 | 0.02% | 355 |
|
2021
Q3 | $216K | Buy |
3,716
+39
| +1% | +$2.27K | 0.02% | 382 |
|
2021
Q2 | $205K | Buy |
+3,677
| New | +$205K | 0.03% | 308 |
|
2020
Q1 | – | Sell |
-3,712
| Closed | -$281K | – | 203 |
|
2019
Q4 | $281K | Buy |
3,712
+10
| +0.3% | +$757 | 0.07% | 152 |
|
2019
Q3 | $273K | Sell |
3,702
-3,666
| -50% | -$270K | 0.07% | 153 |
|
2019
Q2 | $507K | Buy |
7,368
+3,691
| +100% | +$254K | 0.15% | 87 |
|
2019
Q1 | $257K | Buy |
+3,677
| New | +$257K | 0.09% | 118 |
|