AdvisorShares Investments’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,300
| Closed | -$269K | – | 303 |
|
|
2023
Q3 | $269K | Buy |
+3,300
| New | +$269K | 0.07% | 180 |
|
|
2021
Q2 | – | Sell |
-7,655
| Closed | -$1.69M | – | 221 |
|
|
2021
Q1 | $1.69M | Buy |
7,655
+603
| +9% | +$133K | 0.21% | 60 |
|
|
2020
Q4 | $1.79M | Buy |
+7,052
| New | +$1.79M | 0.42% | 39 |
|
|
2020
Q1 | – | Sell |
-6,468
| Closed | -$746K | – | 119 |
|
|
2019
Q4 | $746K | Buy |
+6,468
| New | +$746K | 0.46% | 88 |
|