NEIRG Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,798
| Closed | -$234K | – | 80 |
|
|
2023
Q2 | $234K | Sell |
3,798
-750
| -16% | -$46.3K | 0.04% | 124 |
|
|
2023
Q1 | $289K | Hold |
4,548
| – | – | 0.05% | 124 |
|
|
2022
Q4 | $299K | Sell |
4,548
-2,038
| -31% | -$134K | 0.06% | 124 |
|
|
2022
Q3 | $337K | Hold |
6,586
| – | – | 0.07% | 116 |
|
|
2022
Q2 | $366K | Buy |
6,586
+1,413
| +27% | +$78.5K | 0.08% | 110 |
|
|
2022
Q1 | $365K | Buy |
+5,173
| New | +$365K | 0.07% | 111 |
|