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