WR Wealth Planners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $45.7K | Buy |
455
+7
| +2% | +$702 | 0.01% | 330 |
|
|
2024
Q3 | $40.8K | Buy |
448
+30
| +7% | +$2.73K | 0.01% | 363 |
|
|
2024
Q2 | $34.1K | Buy |
418
+98
| +31% | +$7.99K | 0.01% | 374 |
|
|
2024
Q1 | $25.7K | Buy |
+320
| New | +$25.7K | 0.01% | 415 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$19K | – | 635 |
|
|
2023
Q3 | $19K | Hold |
300
| – | – | 0.01% | 434 |
|
|
2023
Q2 | $18.5K | Sell |
300
-1,045
| -78% | -$64.5K | 0.01% | 448 |
|
|
2023
Q1 | $85.5K | Buy |
+1,345
| New | +$85.5K | 0.04% | 256 |
|