Accel Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-600
| Closed | -$51.7K | – | 639 |
|
|
2023
Q1 | $51.7K | Hold |
600
| – | – | 0.02% | 472 |
|
|
2022
Q4 | $41K | Buy |
600
+100
| +20% | +$6.83K | 0.02% | 390 |
|
|
2022
Q3 | $30K | Hold |
500
| – | – | 0.02% | 465 |
|
|
2022
Q2 | $47K | Hold |
500
| – | – | 0.03% | 363 |
|
|
2022
Q1 | $74K | Hold |
500
| – | – | 0.04% | 296 |
|
|
2021
Q4 | $112K | Buy |
500
+115
| +30% | +$25.8K | 0.05% | 244 |
|
|
2021
Q3 | $91K | Buy |
385
+32
| +9% | +$7.56K | 0.06% | 237 |
|
|
2021
Q2 | $86K | Buy |
353
+28
| +9% | +$6.82K | 0.06% | 253 |
|
|
2021
Q1 | $72K | Hold |
325
| – | – | 0.06% | 263 |
|
|
2020
Q4 | $83K | Buy |
+325
| New | +$83K | 0.08% | 224 |
|