WealthPLAN Partners’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 |
-303
| Closed | -$18.7K | – | 866 |
|
|
2023
Q2 | $18.7K | Sell |
303
-150
| -33% | -$9.26K | ﹤0.01% | 694 |
|
|
2023
Q1 | $28.8K | Buy |
+453
| New | +$28.8K | ﹤0.01% | 656 |
|
|
2022
Q1 | $248K | Sell |
3,919
-385
| -9% | -$24.4K | 0.02% | 345 |
|
|
2021
Q4 | $261K | Sell |
4,304
-7
| -0.2% | -$424 | 0.02% | 336 |
|
|
2021
Q3 | $270K | Sell |
4,311
-167
| -4% | -$10.5K | 0.02% | 325 |
|
|
2021
Q2 | $237K | Buy |
4,478
+341
| +8% | +$18K | 0.02% | 321 |
|
|
2021
Q1 | $218K | Buy |
+4,137
| New | +$218K | 0.02% | 305 |
|
|
2019
Q2 | – | Sell |
-4,203
| Closed | -$282K | – | 263 |
|
|
2019
Q1 | $282K | Sell |
4,203
-140
| -3% | -$9.39K | 0.04% | 213 |
|
|
2018
Q4 | $294K | Buy |
4,343
+721
| +20% | +$48.8K | 0.05% | 196 |
|
|
2018
Q3 | $219K | Sell |
3,622
-8
| -0.2% | -$484 | 0.04% | 226 |
|
|
2018
Q2 | $253K | Buy |
+3,630
| New | +$253K | 0.05% | 212 |
|