PFG Private 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 |
-800
| Closed | -$49.4K | – | 318 |
|
2023
Q2 | $49.4K | Hold |
800
| – | – | 0.03% | 147 |
|
2023
Q1 | $50.8K | Sell |
800
-63
| -7% | -$4K | 0.03% | 150 |
|
2022
Q4 | $57K | Hold |
863
| – | – | 0.04% | 135 |
|
2022
Q3 | $44K | Hold |
863
| – | – | 0.03% | 142 |
|
2022
Q2 | $48K | Hold |
863
| – | – | 0.03% | 153 |
|
2022
Q1 | $61K | Buy |
863
+800
| +1,270% | +$56.5K | 0.03% | 146 |
|
2021
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 248 |
|
2021
Q3 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 225 |
|