Quantum Private Wealth’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,007
Closed -$352K 185
2023
Q4
$352K Sell
5,007
-303
-6% -$21.3K 0.15% 125
2023
Q3
$337K Buy
+5,310
New +$337K 0.16% 127