PWAG
Polaris Wealth Advisory Group’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-407,991
| Closed | -$28.9M | – | 163 |
|
|
2022
Q1 | $28.9M | Buy |
+407,991
| New | +$28.9M | 1.93% | 21 |
|
|
2021
Q4 | – | Sell |
-19,893
| Closed | -$1.21M | – | 188 |
|
|
2021
Q3 | $1.21M | Buy |
+19,893
| New | +$1.21M | 0.07% | 101 |
|
|
2019
Q2 | – | Sell |
-346,759
| Closed | -$24.4M | – | 168 |
|
|
2019
Q1 | $24.4M | Buy |
+346,759
| New | +$24.4M | 1.83% | 21 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$7K | – | 349 |
|
|
2018
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 431 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$6K | – | 364 |
|
|
2018
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 394 |
|