Wambolt & Associates’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 |
-4,922
| Closed | -$304K | – | 246 |
|
|
2023
Q3 | $304K | Buy |
+4,922
| New | +$304K | 0.11% | 200 |
|
|
2020
Q4 | – | Sell |
-22,879
| Closed | -$594K | – | 209 |
|
|
2020
Q3 | $594K | Sell |
22,879
-5,694
| -20% | -$148K | 0.44% | 78 |
|
|
2020
Q2 | $949K | Buy |
28,573
+1,713
| +6% | +$56.9K | 0.75% | 38 |
|
|
2020
Q1 | $586K | Sell |
26,860
-1,853
| -6% | -$40.4K | 0.61% | 57 |
|
|
2019
Q4 | $2.17M | Buy |
28,713
+619
| +2% | +$46.8K | 1.66% | 10 |
|
|
2019
Q3 | $2.07M | Sell |
28,094
-1,217
| -4% | -$89.7K | 1.71% | 10 |
|
|
2019
Q2 | $2.02M | Buy |
29,311
+555
| +2% | +$38.2K | 1.71% | 10 |
|
|
2019
Q1 | $2.01M | Buy |
28,756
+1,399
| +5% | +$97.7K | 1.83% | 10 |
|
|
2018
Q4 | $1.48M | Buy |
+27,357
| New | +$1.48M | 1.63% | 11 |
|