Avitas Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,998
| Closed | -$1.57M | – | 211 |
|
|
2021
Q4 | $1.57M | Sell |
6,998
-1,820
| -21% | -$408K | 0.26% | 104 |
|
|
2021
Q3 | $2.09M | Buy |
8,818
+21
| +0.2% | +$4.98K | 0.38% | 101 |
|
|
2021
Q2 | $2.15M | Buy |
8,797
+2,394
| +37% | +$586K | 0.38% | 102 |
|
|
2021
Q1 | $1.41M | Sell |
6,403
-2,598
| -29% | -$573K | 0.28% | 115 |
|
|
2020
Q4 | $2.29M | Buy |
9,001
+87
| +1% | +$22.1K | 0.46% | 90 |
|
|
2020
Q3 | $1.91M | Sell |
8,914
-2,208
| -20% | -$472K | 0.53% | 69 |
|
|
2020
Q2 | $2.23M | Buy |
11,122
+3,231
| +41% | +$647K | 0.74% | 47 |
|
|
2020
Q1 | $965K | Sell |
7,891
-6,809
| -46% | -$833K | 0.44% | 79 |
|
|
2019
Q4 | $1.7M | Sell |
14,700
-3,194
| -18% | -$369K | 0.43% | 88 |
|
|
2019
Q3 | $1.76M | Buy |
17,894
+210
| +1% | +$20.7K | 0.49% | 87 |
|
|
2019
Q2 | $2.18M | Sell |
17,684
-183
| -1% | -$22.6K | 0.61% | 78 |
|
|
2019
Q1 | $1.48M | Buy |
+17,867
| New | +$1.48M | 0.43% | 89 |
|