B.O.S.S. Retirement Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,843
| Closed | -$1.8M | – | 200 |
|
|
2023
Q4 | $1.8M | Sell |
19,843
-256
| -1% | -$23.2K | 0.35% | 93 |
|
|
2023
Q3 | $1.64M | Buy |
20,099
+48
| +0.2% | +$3.91K | 0.35% | 99 |
|
|
2023
Q2 | $1.39M | Buy |
20,051
+4,877
| +32% | +$338K | 0.3% | 146 |
|
|
2023
Q1 | $1.31M | Buy |
15,174
+159
| +1% | +$13.7K | 0.31% | 128 |
|
|
2022
Q4 | $1.03M | Buy |
+15,015
| New | +$1.03M | 0.26% | 138 |
|