Mitchell & Pahl Private Wealth’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,864
| Closed | -$372K | – | 150 |
|
|
2023
Q3 | $372K | Buy |
5,864
+199
| +4% | +$12.6K | 0.22% | 131 |
|
|
2023
Q2 | $350K | Buy |
5,665
+365
| +7% | +$22.5K | 0.21% | 130 |
|
|
2023
Q1 | $337K | Sell |
5,300
-1,092
| -17% | -$69.4K | 0.21% | 135 |
|
|
2022
Q4 | $420K | Hold |
6,392
| – | – | 0.28% | 116 |
|
|
2022
Q3 | $328K | Hold |
6,392
| – | – | 0.24% | 123 |
|
|
2022
Q2 | $355K | Hold |
6,392
| – | – | 0.25% | 121 |
|
|
2022
Q1 | $451K | Sell |
6,392
-29
| -0.5% | -$2.05K | 0.29% | 107 |
|
|
2021
Q4 | $377K | Buy |
6,421
+1,152
| +22% | +$67.6K | 0.24% | 122 |
|
|
2021
Q3 | $306K | Sell |
5,269
-495
| -9% | -$28.7K | 0.22% | 128 |
|
|
2021
Q2 | $321K | Sell |
5,764
-49
| -0.8% | -$2.73K | 0.23% | 124 |
|
|
2021
Q1 | $294K | Hold |
5,813
| – | – | 0.23% | 124 |
|
|
2020
Q4 | $223K | Buy |
+5,813
| New | +$223K | 0.19% | 134 |
|